Summary

• While the prognostications are far from realistic, they do indicate that massive spending on data centers will continue.
• The demand for some commodities will rise substantially over the years ahead, resulting in much higher prices in order to incentivize additional supply.
• At the moment we are intermediate-term bullish on many commodities because a broad bull market in commodities is underway and probably will continue for another 1-2 years.

Editor's Note: Originally published at tsi-blog.com on June 15, 2026

[This blog post is an excerpt from a recent commentary at https://speculative-investor.com/]

To promote last week’s IPO of SpaceX (SPCX), some extraordinary forecasts were