Скачать или смотреть The $3 Trillion War for Rocks: Why "Boring" Mining Stocks Are About to Explode

Everyone thinks rocks are boring until lithium prices spike 340 percent and then crash 60 percent1. The global materials sector is undergoing a violent $3 trillion transformation2. We are talking about robots hunting for treasure at the bottom of the ocean3. Microbes are literally eating rocks to extract minerals in a process called biomining4. Artificial Intelligence is devouring copper supplies to build massive data centers5. Countries are locking down resources and banning exports to hoard critical minerals6. Chemical companies are pivoting to smart pigments that change color with the weather7. This is not just digging holes anymore. It is a high-stakes war for the building blocks of the future. The XLB ETF is sitting right in the middle of this chaos with huge holdings in chemicals and mining8. But sector concentration risks could wipe out your gains if you are not careful9. Decarbonization is slowing down in Europe and changing the game5. You need to know which side of the trade to be on before 2026 arrives10. The smart money is watching a massive rebound in productivity5. One specific signal suggests a new commodity supercycle is forming11. The winners will be the ones who control the dirt. But there is a fatal flaw in the supply chain that no one is talking about.