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State of the Markets
Geopolitical Dynamics & Commodity Markets in Flux
The chapter delves into the historical conflicts and power dynamics shaping the commodity markets, particularly in base metals and precious metals like gold and silver. It anticipates strategic moves in the supply chain, influenced by geopolitical powers like the West and the neo-Soviet bloc, with a focus on commodities such as uranium and opaque market influences. The discussion also explores financial behaviors in China and Russia, challenges in utilizing paper currency to acquire real assets, and the significance of trust in sourcing gold from reputable entities amidst geopolitical uncertainties.
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