“This is a period governed by the laws of physics and the hostile policies of rival nations. Central banks operate on the assumption that liquidity cures scarcity.… In late 2025, a fire at the Novelis aluminum plant paralyzed the North American automotive supply chain. The heat from that blaze melted the production schedules of Ford and Stellantis. It erased billions in revenue. No amount of Federal Reserve liquidity could restore it.”

~ Craig Tindale, The Hard Bifurcation: The Convergence of Financial Liquidity and Physical Insolvency