# 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