Summary

• As electrification, AI infrastructure and defense technologies rapidly scale, demand for copper, lithium and rare earths is surging, positioning strategies like the WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) to capture both near-term price momentum and long-term structural growth.
• Despite accelerating demand, highly concentrated supply chains, particularly China’s dominance in rare earth processing and rising geopolitical tensions are creating potential supply shocks that could tighten markets and elevate the strategic value of diversified metals exposure through WDIG.
• With mining projects facing decade-long development timelines and governments and corporations racing to secure upstream assets, investors can access this emerging supply-demand imbalance through WDIG's combined exposure to metals futures and strategically positioned mining equities.

By Christopher Gannatti, CFA

If you want to understand where the next geopolitical competition is unfolding, you shouldn’t start with semiconductors or artificial intelligence.

Start with a mine.

Across deserts in Western Australia, mountain ranges in Nevada and

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