🚨 Resource geopolitics is heating up

Venezuela’s state miner Minerven has agreed to sell 650–1,000 kg of gold to Trafigura, with the metal expected to be refined in the U.S.
The deal itself isn’t huge — about 1 metric ton of gold. But analysts are watching the bigger pattern.
Governments are increasingly racing to secure: • Energy
• Critical minerals
• Strategic metals like gold
After recent supply-chain shocks and rising geopolitical tensions, countries are repositioning global resource supply chains.
The takeaway:
It’s not just about this gold deal — it’s about the growing global competition for resources.