EINBLICKE & STRATEGIEN > ARTIKEL
WisdomTree Einblicke
CATL’s sudden halt of a major lithium mine in China, affecting about 3% of global supply, sent prices sharply higher after a period of oversupply. The move reinforced expectations that China’s emerging “anti-involution” policy, aimed at curbing overcapacity and intense price competition, could reshape the lithium market.
Artikel lesen
CATL’s sudden halt of a major lithium mine in China, affecting about 3% of global supply, sent prices sharply higher after a period of oversupply. The move reinforced expectations that China’s emerging “anti-involution” policy, aimed at curbing overcapacity and intense price competition, could reshape the lithium market.
Artikel lesen
Platinum has surged 46 % YTD to US$1,200/oz as the market faces a third straight annual deficit. South-African mine output is sliding, recycling can’t bridge the gap, and above-ground stocks are at eight-year lows. Demand is broadening: Chinese jewellers are switching away from costlier gold, and Proton Exchange Membrane electrolysis (PEM), which is platinum-intensive is gaining traction.
Artikel lesen
Amid the June 2025 US–China trade talks in London, China’s decision to ease rare earth export curbs spotlighted the strategic leverage these minerals provide—paralleling US tech-export controls. With China supplying nearly 70% of global rare earth production and holding half of known reserves, dependence on its exports exposes high-tech and defence industries to supply-chain risk. US efforts to diversify through domestic and allied projects face steep capital, technical and environmental hurdles. Yet, moves such as invoking the Defence Production Act for funding and the strong performance of non-Chinese miners highlight clear opportunities in bolstering alternative supply chains.
Artikel lesen
Amid renewed tariff threats and escalating geopolitical tensions, investors are turning to critical minerals and rare earths as a strategic hedge. These materials—vital for electric vehicles, defence, and clean energy—have become focal points of global industrial policy, particularly under Donald Trump’s second-term agenda and China's ongoing dominance. The WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF (RARE) provides diversified exposure to companies extracting these essential resources, many of which are supported by long-term government initiatives across emerging markets.
Artikel lesen
Die Elektrifizierung der Weltwirtschaft schreitet voran und treibt die Nachfrage nach Strom und Basismetallen wie Kupfer in die Höhe. Rechenzentren, Elektroautos und saubere Energietechnologien sind wichtige Nachfragefaktoren. Selbst in Szenarien mit einer langsameren Energiewende spielt Strom eine immer größere Rolle, was eine Herausforderung für Lieferketten darstellt und umfangreiche Investitionen in die Bergbau- und Energieinfrastruktur erfordert.
Artikel lesen
WisdomTree hat den WisdomTree Strategic Metals UCITS ETF (WENU) aufgelegt, der sich auf bedeutende Metalle für saubere Technologien und Energiespeicherung konzentriert. Von 2010 bis 2023 stieg die weltweite Energienachfrage um 106 EJ und wurde dabei durch das Bevölkerungswachstum und die industrielle Expansion angetrieben. Erneuerbare Energien wachsen zwar, müssen aber rasch ausgebaut werden. Metalle wie Nickel, Lithium und Kobalt sind für Elektroautos und Technologien der Energiewende weiterhin unverzichtbar.
Artikel lesen