The long term Russian planUnless Vladimir dies shortly, and I would expect that to be poisoning from one his frenemies, Russia is going to find capital very scarce. Like a North Korea locked away from the world.
That is going to push more capital into safe jurisdictions. Now money printing and inflationary pressures are pushing up costs, and at the same time AI and automation is driving down costs, such as automated truck fleets that Hitachi has been selling for a while, all while driving even more people to buy electric cars in the face of very expensive Gas and Diesel costs. Meanwhile nuclear fusion is making leaps and bounds and will be online about the same time as Yellowhead. When power gets almost free imagine what it will do to the price of copper and our ability to afford it.
I spoke to an electrical engineer who told me at Christmas that Fusion went further in 2021 than it did in the previous 50 years by a large faction.