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These crimes are a harbinger of the future: evolutionary pressure on our society, if you will. Criminals are often referred to as social parasites; they leech off society but provide no useful benefit. But they are an early warning system of societal changes. […]

We’ve designed much of our infrastructure around the assumptions that commodities are cheap and theft is rare. We don’t protect transmission lines, manhole covers, iron fences, or lead flashing on roofs. But if commodity prices really are headed for new higher stable points, society will eventually react and find alternatives for these items—or find ways to protect them. Criminals were the first to point this out, and will continue to exploit the system until it restabilizes.

Schneier on Security: Stealing Commodities