The Kairos

01/09/2026

‘Rare Earths and Critical Minerals' War: “Materials More Important Than Oil” … Key Raw Materials for the AI Era
: Semiconductors, batteries, advanced electronics, cutting-edge weapons, etc. … Critical mineral supply chains are vital
: Most critical minerals sourced from China … Western nations like the US and Europe review supply chain management

“If wars were fought over oil resources in the 20th century,
Wars could be fought over critical mineral resources in the 21st century.“

01/07/2026

Venezuela, Next Greenland? … “Western Hemisphere Security Through the Lens of the U.S. NSS 2025”
- Arctic Ocean, Rare-earth elements, etc. … Economic Security × National Security
- "A revival of the ‘Vienna system’ & ‘Monroe Doctrine’?"

12/22/2025

Estonia picks K239 Chunmoo in €239M deal: The rise of K-Defense

The Estonia government has decided to order the South Korean K239 Chunmoo launcher system.
The K239 Chunmoo launcher system is known as the Korean HIMARS.
To date, the countries that have adopted and are operating the K239 are South Korea, the UAE, Poland, Saudi Arabia, and Estonia.
K239 Chunmoo can engage targets at a maximum range of 290 km (180 mi)and enhance survivability through rapid withdrawal after firing (Shoot-and-Scoot).

South Korea is a country with a highly advanced level of manufacturing technology and outstanding manufacturing production capabilities.
South Korea can produce and deliver weapons at the fastest speed in the world.

12/21/2025

Renewable energy has reached its singularity ⚡️
Solar PV and Wind, significantly increased 📈
Coal decreased 📉
Nuclear slightly increased ☢️

12/19/2025

This infographic created by Iswardi Ishak, posted on Visual Capitalist, uses data from Stanford University's Global AI Vibrancy tool.

Here's how the world's most AI-competitive countries rank:
1. U.S.
2. China
3. India
4. South Korea
5. U.K.
6. Singapore
7. Spain
8. UAE
9. Japan
10. Canada

Stanford University's Global AI Vibrancy tool uses 8 pillars including research, economic competitiveness, infrastructure, policy & governance, and public opinion.

South Korea plans to increase R&D spending and expand infrastructure next year. Therefore, the country is well-positioned to maintain its AI competitiveness.

source. Visual Capitalist.com

12/17/2025

Crude oil prices are low. Oil is cheaper than water. While the exact cause isn't clear... BTW, how about investing in crude oil-related ETFs now?

Gas prices keep sliding in Metro Vancouver. ⛽️

Drivers are finally getting a bit of relief at the pump. The average price in Vancouver is around 140.4¢/L, down 1.4¢ in a week, 13.3¢ in a month and 26.2¢ since this time last year. Abbotsford is sitting near 127.2¢/L, and some Vancouver stations were as low as $1.36/L this morning.

Analysts say refineries are back online, production is up, oil prices are easing and national averages are dropping too, so prices here could keep edging lower as we wrap up 2025.

11/19/2025

Google Gemini 3 released, confirmed to be the highest quality 👍
Gemini 3 Deep Think is certainly expensive, but considering its performance, the cost is deemed reasonable.

"Is Google the future of Chatbots?"

11/15/2025

KOR-US ETF Portfolio, Nov 2025
AI × Robot × Defense

For 401k (US), TFSA/RRSP (Canada), and Private Pension Fund or Retirement Fund (South Korea)

Powered by, THOTH Investment

10/03/2025

Global Innovation Index (2025)
"Innovation is often viewed as the backbone of economic competitiveness."

1. Switzerland (66.0)
2. Sweden (62.6)
3. United States (61.7)
4. South Korea (60.0)
5. Singapore (59.9)
…
17. Canada (51.1)

The data for this visualization comes from the World Intellectual Property Organization (WIPO).
And, Visualcapitalist.com

09/24/2025

THOTH KORUS ETF Portfolio, September 2025
📈

09/21/2025

"Our North, Strong and Free", Canada 🇨🇦

09/17/2025

What's powering New U.S. Electricity? (2025~26)
source. EIA, J.P.Morgan asset management

In 2025~26, Renewable sources will power 92% of new electricity capacity. Solar power 50%, Batteries 30%, and Wind power 12%.
Energy storage systems (ESS) consist of batteries and assist in the efficient power supply and demand management of solar and wind power generation.

Going forward, the United States will retire power generation facilities such as coal, natural gas, and oil.

https://www.visualcapitalist.com/whats-powering-new-u-s-electricity-generation/