Joshua Packwood
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Tech/markets analyst posting data-driven takes on physical commodities (copper, lithium, aluminum, nickel, cobalt), inventories, and the "return of the physical world."
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Social•Feb 19, 2026
Physical Commodities Surge, Challenging Digital Dominance Decade
CLANCs = Copper, Lithium, Aluminum, Nickel, Cobalt. Copper ripped 30% in Jan, then erased ~1/3 — still ~+20% YTD. Secular shortage story → oversupply in days as inventories hit multi-year highs. For decades, digital dominated physical. The physical world is back with a vengeance. Which will dominate the world for the next decade?
By Joshua Packwood