Synthos Research · Macro & the big picture · all questions · the Conviction Board
Why are commodities going up?
Three distilled drivers: the AI power buildout (structural new demand), reshoring capex, and years of underinvested supply. Expert conviction on the complex: 69/100.
Synthos Score (parent prediction): 69/100 · graded in public
Synthos Research · synthosresearch.com · as of July 6, 2026 · distilled from 53,000+ dated, attributed expert claims, weighted by verified track record · updated weeklyWant the full picture? The complete call — the dialectic, what would change our mind, and the live change-log — is on the prediction page. Track it and we'll email you the moment it moves.