metals

9 gates affect this dimension · earliest meaningful change: 2028

LME copper cash settlement sustains at or above each of $12,000 / $15,000 / $20,000 / $25,000 per tonne (≥1 quarter average)

conf: medium

2027

Spot gold first prints at or above each of $6,000 / $7,000 / $8,000 / $10,000 per ounce (COMEX front-month)

U3O8 spot sustains at or above each of $100 / $150 / $200 / $300 per lb (≥1 quarter)

Autonomous robot crew drop-deployed on empty land produces positive ROI in 24 months

Real global GDP crosses 1.5× / 2× / 3× / 6× of 2026 baseline (sustained ≥1 year)

metals

LME copper cash settlement sustains at or above each of $12,000 / $15,000 / $20,000 / $25,000 per tonne (≥1 quarter average)

Spot gold first prints at or above each of $6,000 / $7,000 / $8,000 / $10,000 per ounce (COMEX front-month)

U3O8 spot sustains at or above each of $100 / $150 / $200 / $300 per lb (≥1 quarter)

EV/robot BOM drops 30% via Li + REE supply diversification

First commercial SMR in OECD providing baseload

Residential solar+storage < $0.04/kWh delivered

Humanoid robots build a factory that manufactures more humanoid robots

Autonomous robot crew drop-deployed on empty land produces positive ROI in 24 months

Real global GDP crosses 1.5× / 2× / 3× / 6× of 2026 baseline (sustained ≥1 year)