Eurasia Energy War?

Eurasia energy conflicts create the perfect storm for precious metals. When energy becomes weaponized, currencies get destabilized. Central banks know this. That's why they've been net buyers for 14 straight years. Energy shocks historically drive inflation, and inflation drives real rates negative. Gold thrives in negative real rate environments. Silver gets the industrial demand boost from energy infrastructure rebuilding. The COMEX registered silver inventory sits at multi-year lows while industrial demand stays elevated. Energy wars also mean supply chain disruptions for mining operations, tightening physical supply. Stack accordingly. These geopolitical tensions don't resolve quickly, and the monetary implications last even longer.