Commodity Market Analysis - The market observed a commodity super cycle in precious metals and certain commodities one or two years ago [1] - The market is currently entering a commodity super cycle [2] AI and Energy Consumption - AI development is projected to significantly increase compute power and electricity usage by 2030-2035 [2] - Massive infrastructure development is anticipated in electricity storage, usage, and creation, including solar, wind, and hydro power [2] - Chip manufacturing for GPUs will require substantial resources [2]