Central bank gold buying, de-dollarization trends, BRICS settlement systems

CHIPS Act spending, TSMC/Intel fab buildouts, AI chip demand, export controls

China supply dominance, Western mining projects, defense stockpiling

Key economies (Nigeria, Kenya, Ethiopia), tech hubs, mineral extraction, Chinese investment

Brazil commodities, lithium triangle, nearshoring trends, political shifts

SpaceX, Starlink economics, military space, satellite internet, launch costs

Fusion energy, quantum computing, biotech advances, rate-of-change acceleration

Palantir, surveillance capitalism, government contracts, AI-data moats