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Unpacked
Sunday deep dive on current and historical events shaping markets and the economy.
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Commodities and the Rising Cost of Resilience
Commodity demand is becoming policy-mandated while supply stays constrained by geology, permitting, and capital discipline.
6 min read
Higher Prices Won’t Fix Commodity Supply
The old price-up, capital-in, output-up loop is weakening as permitting, geology, labor, and infrastructure cap how quickly new supply can emerge.
8 min read
Markets Can’t Price the New Bottlenecks
The resource cold war has shifted power from markets to states as bottlenecks in energy and minerals drive inflation, industrial strategy, and defense planning.
35 min read
Markets Can’t Reprice Resource Security
Markets no longer clear energy and critical minerals because states now control the refining chokepoints that set prices, supply, and industrial leverage.
36 min read
Markets Can’t Allocate Strategic Resources Anymore
Markets no longer clear critical resources cleanly because states now control the refining chokepoints that shape inflation, industrial capacity, and defense readiness.
36 min read
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State Control Is Replacing Resource Markets
Markets no longer clear energy and minerals cleanly, because states now control the bottlenecks that set inflation, industrial capacity, and defense readiness.
36 min read
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