President Trump's threat to increase tariffs on Chinese goods has escalated the trade conflict, highlighting China's control over rare-earth minerals. This creates an investment opportunity in companies that mine and process these critical materials outside of China, securing alternative supply chains.
Published on October 13
Global industries are actively seeking alternatives to Chinese suppliers for critical materials. These companies are positioned at the centre of this massive shift towards supply chain diversification.
Rare-earth minerals are essential for everything from smartphones to electric vehicles and defence systems. As technology advances, demand for these materials continues to grow exponentially.
Trade tensions have created a unique opportunity for non-Chinese miners. These companies could benefit significantly as governments and corporations prioritise supply chain security over cost savings.
Trade tensions between the US and China have highlighted the risks of depending on a single supplier for critical materials. This group focuses on companies mining and processing rare-earth minerals outside of China, positioning for potential supply chain diversification as industries seek alternative sources for these strategic materials essential to technology, defence, and renewable energy.
This collection includes companies across the critical minerals value chain - from exploration to processing. These materials are vital for modern technology but currently dominated by Chinese suppliers. The group carries commodity market risks and is sensitive to international policy changes, making it a tactical investment tied to geopolitical developments.
These companies were handpicked by professional analysts as key players positioned outside China's supply chain dominance. Each firm offers exposure to the growing demand for alternative sources of rare-earth elements and strategic materials, potentially benefiting from the long-term trend towards supply chain security and diversification.
Market capitalisation breakdown for the 'Critical Minerals: Securing The Supply Chain' basket.
MP: $13.87B
UUUU: $4.69B
LAC: $1.14B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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11 of 17 assets in this group are rated Buy by professional analysts.
