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Treat imagined communities as nations and markets as skyscrapers, commodities are floors, and policy as the elevators.
The U.S. once owned the Soybean Tower, gleaming on the skyline, every floor stacked with golden pods. But while the elevators idled, Brazil quietly built its own silo-skyscraper, floor by floor, and claimed the top tenants.
Now, the market’s horizon shifts east: God (China) isn’t asking — it’s moving in, leasing entire floors before the U.S. notices.
Countries as landlords, commodities as rentable floors, and inaction as the cracks that let rivals take the rooftop garden as the entire structure shakes and rooftop pools make it rain.
“Correction: An earlier version of this story cited a $200 billion Department of Energy list. The amount is $20 billion.”
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