The answer
Verdict. Thesis real, instruments scarce: best structures are long NB into the EXIM close, the BE-puts-vs-NB/SRL pair, and SCY.V as the un-rerated cousin. No futures/ETP exists; REMX is not a proxy. Nov 2026 truce checkpoint is the dated catalyst.
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The Scandium Squeeze — Commodity Supply-Chain Dossier
Verdict. Thesis real, instruments scarce: best structures are long NB into the EXIM close, the BE-puts-vs-NB/SRL pair, and SCY.V as the un-rerated cousin. No futures/ETP exists; REMX is not a proxy. Nov 2026 truce checkpoint is the dated catalyst.
Full published report: https://scandium-dossier.us-east-1.gists.org
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- Revision 1 · Jul 8, 2026
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