Joshua Packwood

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."

Physical Commodities Surge, Challenging Digital Dominance Decade
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