Master cheat sheet for playing the 2026 commodity super cycle (gold, silver, copper, nickel, lithium, potash)

Original Reddit post

Author presents a 2026 commodity super-cycle thesis and lists small-cap Canadian miners across gold, silver, copper, potash, lithium, uranium and nickel expected to benefit as sector cash flows rotate from producers to developers and explorers.

TUD.V — LONG The author sees a 2026 commodity super cycle lifting gold, with cash generated by large producers flowing down to developers and explorers. Tudor Gold is listed among the gold stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

AUMB.V — LONG The author sees a 2026 commodity super cycle lifting gold, with cash generated by large producers flowing down to developers and explorers. 1911 Gold Corp. is listed among the gold stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

CBR.V — LONG The author sees a 2026 commodity super cycle lifting gold, with cash generated by large producers flowing down to developers and explorers. Cabral Gold is listed among the gold stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

ELO.TO — LONG The author sees a 2026 commodity super cycle lifting silver, with cash generated by large producers flowing down to developers and explorers. Eloro Resources is listed among the silver stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

SSV.V — LONG The author sees a 2026 commodity super cycle lifting silver, with cash generated by large producers flowing down to developers and explorers. Southern Silver is listed among the silver stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

MMA.V — LONG The author sees a 2026 commodity super cycle lifting copper, with cash generated by large producers flowing down to developers and explorers. Midnight Sun Mining is listed among the copper stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

SURG.V — LONG The author sees a 2026 commodity super cycle lifting copper, with cash generated by large producers flowing down to developers and explorers. Surge Copper is listed among the copper stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

MLP.V — LONG The author sees a 2026 commodity super cycle lifting potash, with cash generated by large producers flowing down to developers and explorers. Millennial Potash Corp. is listed among the potash stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

LCE.V — LONG The author sees a 2026 commodity super cycle lifting lithium, with cash generated by large producers flowing down to developers and explorers. Century Lithium is listed among the lithium stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

SYH.V — LONG The author sees a 2026 commodity super cycle lifting uranium, with cash generated by large producers flowing down to developers and explorers. Skyharbour Resources is listed among the uranium stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

CNC.V — LONG The author sees a 2026 commodity super cycle lifting nickel, with cash generated by large producers flowing down to developers and explorers. Canada Nickel Company is listed among the nickel stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.

TLO.TO — LONG The author sees a 2026 commodity super cycle lifting nickel, with cash generated by large producers flowing down to developers and explorers. Talon Metals Corp. is listed among the nickel stocks he thinks have strong potential in that cycle.

Here are some stocks that I think have strong potential depending on their metal or commodity.