Investment Themes

Strategic Metals, essential to tomorrow's industries

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Investment Themes

Automotive, aeronautics, renewable energies, electronics and defense, all these industries have in common their more or less increased dependence on strategic metals. They are essential for the manufacture of car batteries, and for the construction of wind turbines, and are also widely integrated into our smartphones, computers and other everyday objects.

Metals such as cobalt or lithium are occasionally in the news because of the strategic importance of controlling these raw materials. Many factors are indeed contributing to the increasing use of these metals, pushing multiple end-users into a supply race. These commodities are thus at the heart of global economic and geopolitical challenges. This thematic list targets companies that occupy an important place downstream of these strategic sectors (exploration, extraction, production and processing), among the following metals: cobalt, tin, lithium and rare earths. The listed companies remain deeply sensitive to the problem of shortage or disruption of supply of these critical metals.

Our selection

Basic Materials
Integrated Mining
512M -9.09%
Basic Materials
Other Specialty Chemicals
16.43B -16.88%
Basic Materials
Other Specialty Mining & Metals
8.94B -35.07%
Basic Materials
Other Specialty Chemicals
11.71B -29.40%
- - 40.79B -
Basic Materials
Nonferrous Metal Processing
818M +68.83%
Basic Materials
Other Commodity Chemicals
10.71B -41.01%
Basic Materials
Integrated Mining
927M +44.39%
Basic Materials
Rare Earth Minerals
8.52B +5.71%
Basic Materials
Other Specialty Chemicals
4.95B +5.64%
Basic Materials
Other Specialty Mining & Metals
982M -15.63%
Basic Materials
Integrated Mining
6.28B -31.52%
Basic Materials
Integrated Mining
77.67B +26.77%
Basic Materials
Nonferrous Metal Processing
9.37B -52.14%
Basic Materials
Other Specialty Mining & Metals
1.41B -57.14%
Basic Materials
Rare Earth Minerals
19.67B -21.21%
Basic Materials
Rare Earth Minerals
6.31B -25.10%
Basic Materials
Rare Earth Minerals
4.09B -26.24%
Basic Materials
Other Precious Metals & Minerals
655M -53.60%
Basic Materials
Iron Ore Mining
49.57B -8.17%
Basic Materials
Other Specialty Mining & Metals
8.61B -11.98%
Basic Materials
Other Specialty Mining & Metals
1.76B +7.08%
Basic Materials
Integrated Mining
1.18B -35.58%
Basic Materials
Other Agricultural Chemicals
876M -60.49%
Basic Materials
Integrated Mining
5.77B +25.92%
Basic Materials
Nonferrous Metal Processing
7.56B +2.48%
Basic Materials
Other Specialty Mining & Metals
997M -7.03%
Basic Materials
Other Specialty Mining & Metals
3.8B -44.59%
Basic Materials
Copper Ore Mining
6.98B -

News of the components

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