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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.
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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.
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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.
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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.
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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.
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La transition de l’économie mondiale vers l’utilisation d’énergies renouvelables s’accélère, entraînant une augmentation de la demande en électricité et en métaux de base, tels que le cuivre. Les centres de données, les VE et les technologies propres constituent les principaux moteurs de cette demande. Même dans les scénarios de transition plus modérés, le rôle de l’électricité s’accroît, ce qui constitue un défi pour les chaînes d’approvisionnement et nécessite des investissements importants dans les infrastructures minières et électriques.
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WisdomTree a lancé le fonds WisdomTree Strategic Metals UCITS ETF (WENU), qui investit dans des métaux essentiels aux technologies propres et au stockage d’énergie. La demande mondiale d’énergie a augmenté de 106 EJ entre 2010 et 2023, principalement en raison de l’accroissement démographique et industriel. Les énergies renouvelables progressent, mais doivent passer à la vitesse supérieure. Les métaux tels que le nickel, le lithium et le cobalt sont essentiels aux véhicules électriques et aux technologies vertes.
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