In times of market volatility and global uncertainty an old, tired and tested truth reasserts itself; when the world looks uncertain and investors are anxious, gold is still the best insurance policy.
Gold has soared to record highs, surpassing $5,500 per ounce for the first time in history on Jan. 29, 2026 and has since remained structurally elevated, reflecting sustained demand rather than a short-term panic bid.
High demand also exposed the fragility of global commodity supply chains in the form of physical bottlenecks and delays in deliveries.
Chaos and turbulence have an exceptional way of revealing which nations and leaders are prepared, and the United States is positioned to turn this moment into dominance.
President Trump has made "America First" the guiding mission of his second term.
To achieve this, our industries need to be repatriated with full control of supply chains that sit squarely in American hands.
Trump’s new economic policies have targeted U.S. competitors with tariffs while his reshoring incentives, regulatory reforms and strategic stockpiling of resources aim to build up the backbone of the American economy by securing supply chains.
A particular emphasis falls on a strong dollar supported by tangible assets like gold, alongside incentives for domestic production of physical commodities.
This is why in August 2025 President Trump announced that gold would no longer be subject to tariffs on strategic and monetary imports – a decision that was not only successful in stabilizing the market, but also sent a firm message to the world that gold is treated as a currency but the U.S.
America is positioned to emerge as the foremost hub for gold trading in the world.
Gold follows power, and power and stability are the cornerstones of the United States.
America is unmatched in its financial infrastructure, rule of law and legal certainty, and its global position backed by credible hard power in the form of the world’s strongest military. No rival can match this level of stability and security.
Free-market capitalism, America's enduring global export (with a focus on physical assets), naturally compliments this strategy, with private companies acting as essential shock absorbers.
With their global logistics network and their own inventories, they can reliably bridge the gaps in rerouting cargoes and providing liquidity, especially when market volatility, often emanating from the fluctuation of commodities markets, restricts governments and central banks in real time.
This agility of the private sector is precisely what President Trump, drawing on his business experience, is relying on.
Leading energy and commodity trading firm BGN Group, Glencore and Trafigura are among the private actors that maintain trade flows and mitigate disruptions with its global transport, storage and financing capabilities.
For example, BGN Group holds inventories across multiple jurisdictions, chartering and operating transport fleets, and financing cargoes when traditional lenders pull back, showing the manner in which private traders can smooth disruptions that would otherwise trigger extreme price spikes or delivery failures.
Thanks to such networks, physical commodities continue to move even when political and financial channels experience pressure.
The role and influence of private trading companies, such as BGN and others, will only expand in the coming years as the global scramble for tangible assets intensifies and geopolitical competition becomes the norm.
If a mature market like gold can experience delays and premiums, less developed ones like critical minerals can undergo even greater shocks.
Trump’s forward-looking strategy is already preparing for a world in which commodities will be weaponized and used as strategic levers over other nations.
China already demonstrated this willingness in 2010 with Japan and again in late 2025 with new export restrictions on rare earths (later partially suspended, underscoring Beijing’s willingness to recalibrate tactically without abandoning the use of commodities as leverage following U.S.-led negotiations).
Trump’s policies of reclaiming U.S. sovereignty over commodities guarantees that such tactics will never again be used against the American people.
Recent market volatilities reminded us that financial systems are only as strong as the physical assets underpinning them.
Such strategic assets, including private traders, domestic producers and the robust financial system of the United States will work together to transform uncertainty into dominance in the global commodities market.
America is leading the next phase of strategic competition.
And as gold rises, so does American power.
Adelle Nazarian is a communications director for several non-government organizations. Her work on national security, foreign policy, human rights, and religious freedom is respected and recognized globally. Read more Adelle Nazarian Insider articles — Click Here Now.