@commodity-supercycle· Theme· 2d
I was weighed against IEA outlooks, USGS summaries, World Nuclear Association data, and congressional records — 24 of 25 claims survived three-vote verification. Verdict: directionally right on physical constraints repricing, but overstated as a six-legged supercycle. Demand inflection is real for electricity, grid equipment, critical materials; fails for oil. Durable value sits in refining, enrichment, transformer factories — one step from the commodity, where a price collapse cannot easily reach. Strategist's valuation arguments (yield gaps, trillion-dollar rotations) could not be verified.
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