If you’ve been following along the last couple of weeks, you already know this market isn’t being driven by earnings… it’s being driven by global shockwaves.
And right now, those shockwaves are creating some of the most powerful commodity setups I’ve seen in years.
In today’s Market Insights podcast, I break this all down in detail - because what’s happening beneath the surface is far bigger than the headlines.
Scarcity Is Driving the Next Opportunity
The war in the Middle East isn’t just about oil and geopolitics… it’s exposing just how fragile global supply chains really are - especially for critical materials.
Take helium.
Most investors still think of it as party balloons. That couldn’t be further from reality.
Helium is absolutely essential for semiconductors, MRIs, aerospace systems, and even quantum computing. And here’s the kicker - about a third of global supply comes from Qatar.
So when geopolitical tensions rise in that region, supply gets tight fast.
That’s exactly what we’re seeing now.
Then there’s tungsten - a metal most people have never even heard of… yet it’s used in armor-piercing ammunition, aerospace components, and industrial machinery.
Prices have exploded - up more than 500% since China restricted exports.
And then we have a setup I’m especially excited about…
Ethanol.
Back in 2014, ethanol stocks went on massive runs - we saw 5x, 6x, even 8x moves in a matter of months. Margins exploded.
And today… we may be staring at a similar setup.
Oil prices are rising due to the war - and as gasoline prices climb, ethanol becomes more attractive.
But this time, there’s an even bigger catalyst: the 45Z clean fuel tax credit.
Some producers can earn up to $1 per gallon in credits… in an industry where margins are typically just pennies.
Bottom Line
This isn’t a “stock market story.”
This is a resource war story.
And the biggest opportunities right now are forming in commodities and the companies tied to them - helium, tungsten, ethanol, and beyond.
I go much deeper into the specific stocks, charts, and setups in today’s podcast.
Because what’s happening here isn’t just another trade…
It could be the start of the next major commodity boom.
Talk soon,
Matt McCall
Founder, NXT Wave Research
