⚡ Copper × Mining-Region Conflict Convergence

Wheat import dependence is Afghanistan's tightest commodity-to-humanitarian coupling -- price shocks transmit straight into food insecurity in a collapsed formal economy. Watch Kazakh export policy and Torkham/Chaman closures.

🪙 Silver × Presidential Instability

Extraction is the China wheel's economic vector: Mes Aynak copper (MCC lease) finally moving, Amu Darya oil producing, lithium still narrative-stage. Project milestones move the normalization-drift read.