The Commodity Opportunity Most Investors Aren’t Pricing In

Recorded at NRS Studios In this edition of Another Look, Tiffany Georgopoulos examines how critical minerals are moving from a pure supply-and-demand story into a question of economic security, processing power, and geopolitical access. China’s dominance in refining, export controls on rare earths, and the concentration of copper smelting capacity show why owning a resource in the ground is not the same as controlling the supply chain. Tiffany looks at how the United States, allied countries, defense companies, and manufacturers are responding with domestic investment, stockpiles, financing, tariffs, processing capacity, and long-term supply agreements. She also explains why Canada, Australia, and…