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AlphaLabs Macro Brief: The 2026 Resource Chokepoint Supercycle – How AI Power Hunger, Tokenization, and 60% Tariffs Will Ignite a $10 Trillion North American Rerate
AI data centers are about to suck down 1,000 GW of new power by 2030 — that’s an extra Japan + Germany combined.
BlackRock just green-lit $2 trillion in tokenized real-world assets for 2026.
Trump 2.0 tariffs are locking in 60% walls on Chinese metals starting Q1.
This isn’t a cycle.
It’s the biggest structural resource + infrastructure squeeze in two decades — and it’s lifting everything from $6M polymetallic juniors to $200B utilities.
In this emergency AlphaLabs Macro Brief, Mike Elliott breaks down:
- The exact copper/silver/PGM shortages (with 2025 deficit numbers from Goldman, S&P, CRU)
- Why BC and Yukon explorers are about to 10x faster than Bitcoin did in 2020
- The non-mining winners nobody’s talking about: data-center REITs, turbine makers, grid giants (NEE, DLR, ETN, GEV)
- How RWA tokenization turns a $6M drill play into an on-chain cash machine overnight
- The 2026 catalyst calendar + exact allocation cheat codes (20% micros, 30% infra, 20% REITs)
Plus the first three names on the Chokepoint Watchlist (including the 299 g/t silver beast at $6M cap that just went live in AlphaLabs Special Situation).
If you only listen to one macro episode before 2026, make it this one.
Drop your top AI-infra or tariff-proof pick in the comments — best reply gets shouted out in tomorrow’s GZD trenching update.
#ResourceSupercycle #AI #RWA #Tariffs #PowerGrid
Podcast Disclaimer
This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.
Contact AlphaLabs:
[email protected]
x.com/mikeelliott
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By Mike ElliottAI data centers are about to suck down 1,000 GW of new power by 2030 — that’s an extra Japan + Germany combined.
BlackRock just green-lit $2 trillion in tokenized real-world assets for 2026.
Trump 2.0 tariffs are locking in 60% walls on Chinese metals starting Q1.
This isn’t a cycle.
It’s the biggest structural resource + infrastructure squeeze in two decades — and it’s lifting everything from $6M polymetallic juniors to $200B utilities.
In this emergency AlphaLabs Macro Brief, Mike Elliott breaks down:
- The exact copper/silver/PGM shortages (with 2025 deficit numbers from Goldman, S&P, CRU)
- Why BC and Yukon explorers are about to 10x faster than Bitcoin did in 2020
- The non-mining winners nobody’s talking about: data-center REITs, turbine makers, grid giants (NEE, DLR, ETN, GEV)
- How RWA tokenization turns a $6M drill play into an on-chain cash machine overnight
- The 2026 catalyst calendar + exact allocation cheat codes (20% micros, 30% infra, 20% REITs)
Plus the first three names on the Chokepoint Watchlist (including the 299 g/t silver beast at $6M cap that just went live in AlphaLabs Special Situation).
If you only listen to one macro episode before 2026, make it this one.
Drop your top AI-infra or tariff-proof pick in the comments — best reply gets shouted out in tomorrow’s GZD trenching update.
#ResourceSupercycle #AI #RWA #Tariffs #PowerGrid
Podcast Disclaimer
This content is for informational purposes only and is not to be considered investment advice. You should always consult a licensed financial advisor before making any investment decisions.
Contact AlphaLabs:
[email protected]
x.com/mikeelliott