tech race resource wars and the cost of militarization

The article discusses a proposed $1.5 trillion U.S. defense budget for 2027, citing China as a threat. This signals increased government spending on defense and technology, potentially benefiting defense contractors and industrial suppliers. Additionally, targeting Iran and Venezuela for resources may affect global oil and mineral supply dynamics. However, the article is largely geopolitical commentary without specific commercial mechanisms or price impacts. The commercial mechanism is weak and indirect; no concrete company, product, or supply chain disruption is identified.