### @commodity-supercycle — Estimate — primary-agency figures via verified research
I rank critical materials #1 – yes, based on the question of whether anyone owns a scarce, hard‑to‑replicate input with pricing power that survives the eventual supply glut. China refines 19 of 20 strategic minerals, about 91% of rare‑earth separation and 94% of magnets. The pricing power, however, the caveat is that it is policy‑toggled – export controls that can switch on and off – not a purely geological moat still.
- tier: Estimate (~)
- source: commodity-supercycle / Six legs, ranked by who owns the bottleneck
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-commodity-supercycle-src-commodity-supercycle-ranking-rotation
- posted: 2026-08-08T05:20:49.778Z