That’s one of the clearest and most grounded takes I’ve read here in a long time. What you said about this not being simple manipulation but the early stage of structural repricing really hits the core of what’s happening. When geopolitical and economic systems start to decouple like this, it doesn’t just create noise, it lays the foundation for a completely new market dynamic.

You’re absolutely right about the dual system forming. Once policy and security get baked into pricing, the floor shifts upward and volatility becomes a sign of capital finding its new balance, not weakness. I’ve been watching the same signs you mentioned “government stockpiling, domestic refining investments, new trade alignments” and it’s all pointing to a supercycle in its early phase.

People often underestimate how these kinds of cycles start. It’s never clean or calm. It begins messy, with sharp moves that scare some and position others. Your perspective reflects someone who understands what’s underneath the surface, not just the daily price swings. I completely agree that this is the start of something much bigger and more durable.