Two Military Conflicts Over Critical Minerals for AI Infrastructure and Green Technology During Global Supply Deficits, while protesters foolishly trade flags.
Brilliant framing of resource geopolitics through the mineral lens. The timing you documented (EU-Ukraine partnership April 2021, invasion 12 months later) is damning when you map it against occupied regions. What really gets me is how the surface narrative (NATO expansion, dictatorship) provides perfect cover for what's actualy happening beneath. The Venezuela parallel with the Mining Arc opacity is chilling, especially the silver deficit angle nobody's tracking. Had a buddy work in resource extraction consulting who always said the real wars are fought over what powers the next generation of tech, not the current one.
Brilliant framing of resource geopolitics through the mineral lens. The timing you documented (EU-Ukraine partnership April 2021, invasion 12 months later) is damning when you map it against occupied regions. What really gets me is how the surface narrative (NATO expansion, dictatorship) provides perfect cover for what's actualy happening beneath. The Venezuela parallel with the Mining Arc opacity is chilling, especially the silver deficit angle nobody's tracking. Had a buddy work in resource extraction consulting who always said the real wars are fought over what powers the next generation of tech, not the current one.
Thank you 🙏 I very much appreciate your kind words and shared insight.
See what Ali has been writing on this, quite extensively (he's my source of information :)). Starting here:https://ehadnameh.substack.com/p/the-convergence-how-silver-market
Now 'that' was some read!
Hi John, Helen - introduced you to me. Love you work.
Thank you, and ditto. Keep up the insightful work!
Yes, and as I say, that was only the start!