In this podcast, Edmund Shing, Global Chief Investment Officer, and Hiba Mouallem discuss the strategic importance, supply challenges, and investment opportunities surrounding rare earth metals.
Critical Role: Rare earth metals (17 elements) are essential for technologies like semiconductors, defence systems, and renewable energy (e.g., wind turbines).
China’s Dominance: China controls 90% of global refining capacity due to decades of heavy investment, creating a major supply bottleneck.
Geopolitical Tensions: Rising demand from AI, defence, and green energy, combined with China’s export restrictions, has intensified US-China trade tensions and driven prices higher.
US Response: The US is investing billions in domestic production and guaranteeing minimum prices to reduce reliance on China and stabilise supply.
Investment Outlook: Rare earth metals present a medium-term investment opportunity, best accessed through diversified funds or ETFs covering global producers and refiners.
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