Jordi Visser

But to get back to Venezuela thing, remember what stopped the trade war last year?

It was rare earth.

China went up.

We have rare earth.

Okay, Venezuela has reserves of rare earth.

Venezuela has some components that are necessary, but Venezuela is also an area in the Americas.

So it is strategically an important place.

What is Greenland?

Greenland is a strategically important place, but it also has rare earth.

At the end of the day, regardless of what people think,

AI is causing a war problem.

We are all worried about what's coming with AI because the military is changing in front of our eyes.

So if it were just those two components, Greenland's popped up again, Venezuela, we go into a country and we announce an increase in the budget for defense all within the same time period.

So you can have people going, I guess we're going to war.

No, I think we're preparing for the new military and making sure that the physical upgrade of phones, computers, automobiles, factories, and of the military is all happening.

And that takes certain commodities.

It is not a energy, oil thing.

natural gas hoarding thing, because that is a bottleneck.

The bottleneck is all the components that are necessary.

It's not you don't need the gas if you actually can't get the transformers and all the pieces.