While the U.S. was distracted by collapsing commercial real estate markets, political show trials, and the spiraling national debt, something far more consequential happened quietly at the Museu do Amanhã in Rio de Janeiro. |
From June 10 to 12, 2025, the BRICS+ Leaders' Summit was held in this iconic, ultramodern venue overlooking Guanabara Bay. |
It wasn't Bretton Woods or Jekyll Island, but still a symbolic setting for a bloc attempting to redefine the future of global power. |
As world leaders from twenty-one nations posed for photos beneath the museum's soaring white canopy, away from Western cameras, they were finalizing an agreement that could permanently tilt the global balance of energy, minerals, and economic influence. |
It didn't involve tanks. Or sanctions. Or dollar-denominated debt. |
It was about something far more powerful: control of the world's energy and critical minerals. |
Buried in Paragraph 92 of the official BRICS+ summit declaration was a phrase no one in the Western press seemed to notice: |
"We guarantee the benefit sharing and economic development of resource-rich countries through resilient and just energy and mineral supply chains." | | | | (Note: emphasis is mine) |
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That one sentence signals a tectonic shift. |
Because unlike the West's decades-long approach to resource extraction—outsourcing, offshoring, and controlling prices through financial markets—this new bloc is turning that model on its head. |
Instead of sending their raw materials away for processing, they're keeping them. And they're demanding that if the world wants access, the world will have to come to them. |
The Realignment Is Already Happening |
Since the lead-up to the BRICS+ Summit, we've witnessed: |
Indonesia, the world's largest nickel producer, forced foreign buyers to build smelters inside its borders. In 2022 alone, this led to over $9 billion in investments flowing into the country from China, Korea, and Japan. Between 2019 and 2023, nickel-related exports increased from roughly $6 billion to over $30 billion. An increase of over 400%. Kazakhstan, a uranium superpower, has joined BRICS+ as a partner and deepened its ties with China and Russia. South Africa, Brazil, and the UAE all signed deals to expand mineral infrastructure under the new pact.
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It's already disrupting Western supply chains and threatening to push up prices for everything from batteries and solar panels to missiles and fighter jets. |
But what makes this especially potent is that BRICS+ is not just talking about trade. They're talking about energy sovereignty. |
Energy Security as the New Currency of Power |
For decades, energy security meant cheap oil. That's no longer enough. |
The new currency of power is energy control. Not just production but refining, storage, transmission, and pricing. |
And this is where BRICS is making its biggest moves. |
Russia and China are building new pipelines and refining capacity that completely bypass Western chokepoints. |
India is investing billions in domestic energy expansion, including coal, solar, and nuclear. |
Brazil is reshoring industrial production tied to rare earths and lithium. |
The BRICS+ joint statement explicitly states their aim to build a fair and just energy order based on local development, technology sharing, and long-term contracts denominated in non-Western currencies. |
What they're really doing is cutting the West out of the loop. |
And while critics in the U.S. call it a weak coalition of misfits, the truth is that these misfits, I mean, countries now represent more than 45% of global GDP on a purchasing-power basis. |
You can certainly argue the U.S. dollar is still king and that many countries would still rather trade in greenbacks than in yuan or rubles. |
But are you willing to ignore the leverage of a coordinated bloc that now represents over 45% of global GDP? |
To write them off as misfits is, in my humble opinion, a mistake. Both politically, and as you'll see below, for your personal financial situation. |
Ah, and one more thing: that makes them more economically powerful than the G7. |
But here's what's most dangerous from the West's perspective: they're coordinating. |
This is no longer a loose trade alliance. |
It's becoming structural leverage. |
The Return of State-Controlled Energy Expansion |
To truly understand what's coming, look at what China and Russia are doing, not what they're saying. |
They're pouring capital into long-term energy projects that are explicitly anti-fragile and designed to operate outside of Western markets, pricing, influence, and sanctions. |
To me, this is most obvious in the nuclear sector. |
Russia's Rosatom is building reactors in Egypt, Turkey, and Bangladesh, with 60-year fuel supply guarantees. |
China has more than 22 reactors under construction and plans to triple capacity by 2035. |
India is expanding its nuclear ambitions with homegrown reactors and foreign partnerships with Russia, France and the United States. Their collaboration with France aims to build what would become the world's largest nuclear plant by generation capacity (9.9 GW). |
These are strategic plays to lock in energy independence for the next century. |
Not too shabby for a bunch of misfits. |
And if you step back, you'll notice something else: |
The BRICS+ nations are not competing with the West. |
They're opting out of its systems entirely. |
The dollar. The World Bank. The old trade hierarchies. |
They don't want in. They want out. |
And energy is how they get there. |
The World Splinters, and So Does the Market |
If you understand that the future will be shaped by those who control energy inputs, then you know that this BRICS story is more than just energy… It's a story about inflation, pricing, and volatility. |
The West has relied on cheap imports and global access to critical materials to keep its economies running smoothly. |
Now, those materials are being rerouted and prioritized for local development as more countries embrace resource nationalism and self-reliance—a global echo of the MAGA-era industrial policy once seen as uniquely American. |
So then… What happens when the U.S. or Europe needs more lithium, copper, or rare earths, but the new world order says: |
"Sure... but we want market access, defense concessions, and your best IP in return." |
That's the real threat. |
And that's precisely what BRICS is preparing for. |
Forget deglobalization, this is reglobalization. |
From Control to Leverage |
This story is about understanding power through the lens of control—specifically, who holds the inputs the future will rely on most. |
The West still has it, for now. |
But that window is shrinking. |
And for those who see it early, there's a simple question: |
How do you position for a future where access—not just price—becomes the limiting factor? |
Where the market doesn't decide who gets energy... but the supplier does? |
Inputs to power grids, AI data centers, and national defense are now strategic assets secured through negotiation, not just purchased on open markets. |
If you think that kind of world is decades away, you're wrong. |
It's already here. |
Double D |
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