"The guest argued that decades of underinvestment in physical resources like copper and oil have set the stage for a multi-year commodity bull market that will reward patient capital."

"The guest argued that national security concerns are driving a holistic 'production for security' (Prosec) trade across electricity, chip manufacturing, and critical minerals."

"China's export restrictions on US rare earth producers like MP Materials highlight strategic vulnerabilities in the US defense and advanced electronics supply chains."