Energy showed us the playbook in 2022: geopolitics can turn supply chains into weapons overnight, and then just as quickly unwind.
AI and semis feel like the next arena. Not because prices must spike, but because concentration, policy, and power are colliding. When technology becomes strategic infrastructure, volatility isn’t a bug, it’s the feature.
Worth sitting with, good perspective!
Energy showed us the playbook in 2022: geopolitics can turn supply chains into weapons overnight, and then just as quickly unwind.
AI and semis feel like the next arena. Not because prices must spike, but because concentration, policy, and power are colliding. When technology becomes strategic infrastructure, volatility isn’t a bug, it’s the feature.