Gas, uranium, rare earths, gold — the strategic-resource pivot.
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2026 confirms what 2022-2024 suggested: supply security trumps marginal cost efficiency. The EU Critical Raw Materials Act enters implementation, central banks accumulate gold at record rates (2024: 1,045 tonnes net), uranium and SMR projects accelerate. olivLaw tracks gold and natural-gas prices; gas storage and flows are not in the platform yet.