This week, I appeared on Mario Nawfal’s show to discuss hard assets like farmland, gold, and copper in a world of dollar debasement and tight commodity markets. We walked through copper’s long-term structural shortage, record diesel prices, the drawdown of the U.S. Strategic Petroleum Reserve, and why years of underinvestment plus long lead times will keep energy and metals scarce. The conversation also covered geopolitical strain around Iran and the Strait of Hormuz, and the wider shift toward a multipolar world as countries pull gold home and look past the U.S.-led system.
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Copper Shortages, Record Diesel, and a Multipolar Shift with Mario Nawfal
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Copper Shortages, Record Diesel, and a Multipolar Shift with Mario Nawfal
Chris joins Mario Nawfall to discuss farmland and gold, copper’s structural shortage, record diesel prices, the SPR drawdown, and the shift toward a multipolar world.
by westcoastjan 
