Summary

• Investments in AI-related datacentres and the associated infrastructure will add significantly to commodity demand for years to come, even if the stock prices of the biggest spenders have reached their peaks.
• The commercial demand for commodities will be boosted by the rebuilding of Ukraine, the rebuilding of Gaza and the construction of the massive Yarlung Tsangpo Hydroelectric Project in China.
• The gold bull market that began in late 2022 projected a subsequent commodity bull market.

Editor's Note: Originally published at tsi-blog.com on April 24, 2026

[This blog post is an excerpt from a recent commentary at Home - Speculative Investor]

In January of last year, we presented a list of items

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