Gold's enduring appeal is driven by economic fundamentals such as structural deficits, sustained dollar weakness, and evolving global monetary policy, prompting central banks to shift reserves towards gold for security and value.
The strategic importance of gold raises concerns over resource security, drawing parallels with the rare earth supply struggle and emphasizing the need for domestic control over critical resources like gold to protect national security and supply chains.
Despite abundant mineral wealth in North America, underinvestment in mining infrastructure leaves supply chains vulnerable, necessitating streamlined permitting, exploration incentives, and public-private partnerships to secure domestic control over critical supplies.
Recent government actions to accelerate domestic mineral production underscore the urgency of building resilient, domestic supply chains while emphasizing the long-term vision and strategic approach required for achieving resource independence and safeguarding financial stability.