The Great Battle trilogy is still unfinished. With internal and external forces converging, the risks accumulated over these years will begin releasing one by one. Starting in the second half of the year, high-ranking figures in the financial sector will fall from power in succession. Behind each one lies a cluster of hidden landmines… This is not merely a debt problem, nor simply a corruption problem — it is the grave question of who ultimately holds dominion over this land. Once a priestly class seizes its territory, it will never pledge loyalty to the king; it will become an agent of the Pope.
Why are certain special metals becoming so important? Because they are essential for weapons and military hardware. The increasingly complex geopolitical landscape and conflicts erupting everywhere — whether nations are directly engaged or simply preparing — will gradually amplify this consumption. The reversal of supply-demand dynamics and tightening of related policies will create certain opportunities. Of course, within an overall suppressive environment, those opportunities won’t be magnified.
If you find yourself suffocating under this oppressive atmosphere, consider grain — seeds in particular. You can also look at special metals within production materials. With fires being lit across the globe, grain will be the next critical battleground. The competition in the grain industry won’t play out at the finished-product level — it will happen upstream, at the seed level. Finished grain can be grown anywhere there is land and water, at scale. But seeds require technological sophistication and carry real barriers to entry.
Don’t set overly optimistic time expectations. Take profits when you see them.
Brother Liang (2023-11-28 13:47): Tungsten and titanium are both critical special metals for the defense industry.
@Wild Russia (2023-11-28 15:07): In 2010, the EU published its Critical Raw Materials report, listing 14 rare metals — including antimony, beryllium, cobalt, tungsten, gallium, germanium, indium, and tantalum — as scarce mineral resources. The ranking carries a specific order of priority.
Commander (2023-11-28 12:—): [message incomplete]