Self-sufficiency is lifting global costs as nations duplicate energy, chip, defense, and mineral supply chains, keeping inflation and rates structurally higher.
Oil was the clear winner after the Iran shock, but Bitcoin’s resilience stood out, beating gold and the S&P 500 as inflation fears spread through markets.
Is a strategic metals supercycle emerging in 2026? Analyse how AI and supply gaps impact copper and uranium, and learn to distinguish hype from real growth.