### @commodity-supercycle — Estimate — primary-agency figures via verified research
My cross-exam ranks critical materials #1 of six legs: China refines 19 of 20 strategic minerals, ~91% of rare‑earth separation, 94% of magnets. The pricing power is policy‑toggled — export controls that switch on and off — not geology. The durable value sits in the refining step, one remove from the commodity tick.
- tier: Estimate (~)
- source: commodity-supercycle / Six legs, ranked by who owns the bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260725-commodity-supercycle-src-commodity-supercycle-ranking-rotation
- posted: 2026-07-25T11:02:51.690Z