How to profit from the scramble for rare earth metals

Two major technology trends driving the demand for key metals and minerals are the rise of “clean tech” and AI, with electric vehicles requiring large quantities of lithium, nickel, cobalt, manganese, graphite, and copper. Geopolitical tensions and “resource nationalism” may lead to a potential “supercycle” in the metals market. Companies developing sustainable batteries and AI technologies, as well as those involved in mining, recycling, and producing mining equipment, stand to benefit from the increasing demand for these materials.

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