China’s dominance across critical mineral processing—from rare earth magnets to gallium and graphite—has transformed supply chains for EVs, semiconductors, AI infrastructure and defense systems into a central geopolitical and investment battleground.
As demand for critical minerals accelerates across AI infrastructure, electrification and defense, investors are seeking to gain exposure to one of the most strategically constrained areas of the global economy.
As export restrictions on minerals like antimony and samarium increasingly expose Western industrial vulnerabilities, the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) offers targeted exposure to both the companies and commodities underpinning the next era of resource security.
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By Christopher Gannatti, CFA
Of the roughly 94-98 elements that occur in nature, 60 now sit on a U.S. government watch list. They fall into seven groups — and together, they explain more about the global economy than most financial
