CAPITAL ROTATION EVENT ⚙️
The Commodities Money Flow Roadmap🧵

1⃣Gold, Uranium, Coal ignite first →
2⃣Silver, Glass, Platinum, Palladium, Steel, Aluminum follow →
3⃣Lithium & Copper expand →
4⃣Graphite, Rare Earths & Tungsten explode →
5⃣Oil, Fertilizers, Food & Shipping close the cycle. Creating order from chaos:

Just like in crypto people love to oversimplify it to
Phase 1: BTC pump, P2: then ETH pump, P3: then Top 10 Alts pump, P4: then Every other Altcoin Pumps.

But, as you have seen in crypto rotations, it doesn't quite work like that. There are overlaps where alts in different groups can move up or down in different orders. Sometimes BTC went up and ETH did too, then times ETH was going down with BTC going up.

It's because the phases are non-linear - they have front-runners and laggers.

Next, let's break it down for commodities.

Think of it like 5 macro phases — but each phase has “front-runners” (early igniters) and followers (momentum continuation).

You get cross-pollination between cycles — e.g. uranium and coal often lead before energy metals explode, because they respond first to liquidity and energy scarcity narratives.

Next 5 comments I'll breakdown the 5 Major Commodity Money Rotation Phases (including the nuance of the overlaps).👇

🧵 Front-run Critical Minerals
The world’s governments literally have to pump your bags.

Why? Because these minerals are the foundation of energy, defense, and AI.

Here’s a Stocks Starter Pack to add to your watchlist (research first!) 👇 Before we dive in to stock picks, for those who don't know...
⚙️ What Are Critical Minerals?
Critical minerals are natural elements essential to:
• High-tech manufacturing
• Clean energy systems
• Defense and AI infrastructure
• Electronics and batteries
They’re called “critical” because:
They’re economically vital, and
They’re vulnerable to supply disruption (most refining and production concentrated in few countries, e.g. China, Russia).

Lithium Leads, Graphite Lags
$GTI $LAC (Examples not extensive, see comments)

⚙️ 1. The Core Relationship
🧩 Lithium = cathode side
→ Drives energy capacity (how far an EV can go).

🧩 Graphite = anode side
→ Drives charge rate, stability, and cycle life (how fast and how long an EV can perform).

Every lithium-ion battery (by definition) uses graphite on the opposite electrode.
That makes graphite a structural co-dependency — you can’t scale lithium demand without graphite following.
Rule of thumb:

~1 ton of lithium demand implies ~5–10 tons of graphite demand (by mass).

So, when lithium prices bottom and start rising, it often precedes or coincides with a delayed rally in graphite — a classic beta lag play.

Commodities Cycles - ALTSEAZON Rally Rotations:
1) Gold
2) Silver, Coal, Uranium, Glass
3) Platinum, Lithium, NatGas, Palladium, Steel
4) Lithium, Copper, Fertilizers, OIL, Food Crops, Aluminum
5) Small Critical Minerals (Graphite, Nickel, cobalt, manganese etc) & Scarcity (Crops, Water, uranium/war elements, shipping & logistics) I'm going to make 2 long form threads on this.
Capital Rotation is not linear.
So, if you were toe simply group things into classes:
Gold >> Other Precious Metals >> Energy >> Scarcity
Then group related market caps would support ordering.

However, in reality you can have Gold rise first, but Certain Energy stocks lead with it at the same time.
Does that mean the overall group money flow rotations are wrong? No.

There are leaders and laggers within each group as well.

Capital Rotation is non-linear.

I'll do my best to help with understanding this in the next 2 posts.🫡