I think the author genuinely thinks that China plans to invade Taiwan in 2027 (since they’ve said that) and if so the current massive buildup in commodities stocks are preparation for the invasion.
There's an interesting good faith discussion in handicapping that possibility. It sounds crazy, but so did Ukraine, and Xi has done some crazy stuff lately.
I'm saying that articles like this aren't in good faith. More fear = more funding. It doesn't matter what the author believes, they can always find a different author.