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Aerial night view of a brightly lit industrial oil refinery with smoking chimneys in Rosemount, MN, USA.
OPINIONSEP 18, 2026
Hard Assets Enter Scarcity Era as Energy, Metals and Agriculture Reprice
Hard assets are drawing renewed attention as scarcity premiums appear across energy, agriculture, metals and critical materials. Tight fuel markets, record tanker rates, stockpiling and depleted mining reserves point to a broader shift in how essential resources are valued.