The Supercycle’s Most Explosive Phase Is About to Begin

Monday’s essay ended with a warning: the massive rallies in gold, silver, uranium, and rare earths were only the opening acts.

They marked the start of a larger cycle, and there’s still time to get in before it accelerates.

The commodity supercycle is shifting gears.

This is the point where investors stop asking if it’s real and start recognizing that it is happening. The early stage of doubt is over. What happens now is acceleration.

And the thing to keep in mind with supercycles is that the most significant gains rarely come at the start.

They come when the cycle moves from hints to proof and when momentum is obvious and conviction takes over.

If you’ve been on the sidelines, if you've missed the big commodity rallies this year, this is the moment to pay attention.

The next chapter has the potential to eclipse everything that came before.

The Growth Metal and the Rhythm of Supercycles

In Monday’s essay, I introduced this phase as The Growth Metal phase. It’s the phase of the supercycle that validates it. Its move is the moment when doubt disappears and conviction takes over.

Every supercycle has a cadence.

Gold and silver ignite the fire when faith in paper money falters.

Energy and strategic resources explode higher as nations realize how fragile their foundations are. And then the Growth Metal emerges, turning sparks into a blaze that can’t be ignored.

Look back at history. In the 1970s, when inflation shredded confidence and commodities ran wild, it was the Growth Metal’s surge that confirmed the boom.

In the 2000s, when China’s rise reshaped the global economy, it was the Growth Metal’s breakout that signaled the supercycle had teeth.

Each time, the same rhythm. Each time, the same accelerant.

This is why the Growth Metal matters so much. It’s the hinge of the cycle and the proof point that shifts everything from theory to reality.

Today, those familiar signs are flashing again. The Growth Metal is stirring, and history gives us a clear message: when it moves, the supercycle enters its most powerful phase.

New Proof the Cycle Is Accelerating

The signals have only grown louder since our last essay.

First, we need to look at the companies closest to the metal. Their shares have surged to levels not seen in more than a decade.

This is capital rotating into the very businesses positioned to benefit from the next stage of the cycle.

We’ve seen this before. In the early 2000s, the same pattern played out where the equities broke out well before the commodity itself, foreshadowing a rally of historic proportions.

Then there are the looming deficits. Analysts tracking supply and demand are pointing to shortfalls stretching deep into the 2030s.

These are structural gaps measured in millions of tonnes and gaps that can only be closed if prices rise high enough to justify massive new investment.

Costs to develop new projects have also soared.

What once cost a billion dollars to build now requires roughly $1.6 billion.

That means without higher prices, no new production comes online. The market must move to unlock that supply.

And the biggest players know it. We’ve already seen mergers worth tens of billions, global industrial giants buying large stakes in projects, and governments declaring certain mines as strategic priorities.

These moves aren’t made lightly. They are the telltale signs that insiders are positioning ahead of the breakout.

The last great cycle offers a clear lesson.

Two decades ago, this same commodity entered a secular boom. Prices multiplied. Select companies delivered staggering returns. And those who understood the sequence captured fortunes.

But today’s setup may be even more powerful…

Consider the breadth of demand.

Housing. Infrastructure. Technology. Defense. All rely on the same inputs and they all devour the Growth Metal.

Now layer in the rise of emerging economies, set to deliver two-thirds of global GDP growth through 2035. That’s billions of people moving into cities, driving cars, plugging into power grids, and demanding a higher standard of living. The scale is unprecedented, and none of this scale happens without the Growth Metal.

At the same time, governments are tightening control over resources. Royalties are rising. Ownership structures are shifting. Strategic declarations are becoming more common.

Access to supply is no longer guaranteed. In a world marked by geopolitical fracture, that scarcity adds another layer of pressure.

Taken together, it points to something larger than what we saw twenty years ago.

This truly is an escalation.

What You Should Prepare For Now

If you missed the first acts of this supercycle, don’t panic.

The most powerful phase is still ahead.

Gold and silver preserved wealth. Uranium and rare earths revealed fragilities in energy and defense. But the Growth Metal is the one that accelerates the cycle into overdrive.

This is the stage where momentum feeds on itself.

Where capital floods in, projects are bid up, and latecomers are forced to chase. Those who see the pattern early are the ones who benefit most.

History shows there is no substitute. When demand converges from housing, infrastructure, technology, and defense all at once, the world cannot simply switch to something else.

The market must deliver this commodity, or growth stalls.

That is why in the premium section below, we are revealing not one, but TWO recommendations for how to play this moment.

One provides broad exposure to the entire space, giving Premium Members a way to ride the breakout safely.

The other is a more focused name, a company with the kind of asymmetry that can turn a structural trend into outsized gains.

That’s all I’ll say here.

The names themselves, along with the reasoning behind them, are exclusive to Premium Members.

But know this: if the early acts were profitable, these two moves could be transformative.

Double D

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