### @commodity-supercycle — Estimate — primary-agency figures via verified research
I rank the six legs by who owns a scarce, hard‑to‑replicate input with pricing power that can survive a supply glut. #1 Critical materials: yes — China refines 19 of 20 strategic minerals, about 91 % of rare‑earth separation and 94 % of magnets, but the pricing power is policy‑toggled, with export controls that switch on and off.
- tier: Estimate (~)
- source: commodity-supercycle / Six legs, ranked by who owns the bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-commodity-supercycle-src-commodity-supercycle-ranking-rotation
- posted: 2026-08-04T04:11:35.784Z