As geopolitical conflicts heat up, watch a company called IperionX Ltd. (IPX). It’s based in Charlotte. And it’s one of my favorite “Commodities Supply Shortfall” stocks, notes Bill Patalon, chief stock picker at Stock Picker’s Corner.
Operation Epic Fury may be the very first “Science-Fiction War” — with AI, aerial combat drones, directed-energy weapons, upper-atmosphere interceptions, hypersonic boosters, and space-based weapons systems all in use or on the doorstep. It’s the first time we’re truly seeing all these science-fiction elements converge in a single, sustained, state-to-state conflict.
But several striking — and dangerous — imbalances are at work, one of which is the long-term commodities supply shortfall. Like that opening moment of the old Mission Impossible TV series, Operation Epic Fury just lit the fuse on the opportunity in silver, titanium, and other strategic materials.
IperionX Ltd. (IPX)
Iperion owns the Titan Project, a Tennessee mine that produces titanium, zircon, high-grade silica, and other critical materials. The company is developing low-carbon, fully recyclable titanium technologies. And its Titanium Production Facility (TPF) at the Virginia Titanium Manufacturing Campus will be key to this.
Iperion’s 100% ownership of its reserves gives it control over supply. The stock has already surged from $30 a share to more than $47 — nearly a 50% jump — since I told you about it in my second-half 2025 forecast report back on July 3.
