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
Rare Earth Minerals
15.27B +77.41%
Basic Materials
Integrated Mining
12.15B +27.96%
Basic Materials
Other Specialty Mining & Metals
14.99B +12.13%
Basic Materials
Other Specialty Mining & Metals
4.21B +20.95%
- - 57.43B -
Basic Materials
Nonferrous Metal Processing
17.13B -8.54%
Basic Materials
Other Precious Metals & Minerals
1.94B +31.84%
Basic Materials
Other Specialty Chemicals
25.03B +27.37%
Basic Materials
Other Specialty Chemicals
21.86B +31.10%
- - 1.02B -
Basic Materials
Other Commodity Chemicals
24.68B +34.17%
Basic Materials
Integrated Mining
879M +30.04%
Basic Materials
Other Specialty Chemicals
4.91B -2.57%
Basic Materials
Other Specialty Mining & Metals
1.39B +18.03%
Basic Materials
Integrated Mining
88.9B +40.23%
Basic Materials
Iron Ore Mining
74.17B +21.60%
Basic Materials
Nonferrous Metal Processing
8.11B +12.40%
Basic Materials
Rare Earth Minerals
10.09B +12.43%
Basic Materials
Other Specialty Mining & Metals
13.52B +41.62%
Basic Materials
Nonferrous Metal Processing
704M +48.97%
Basic Materials
Rare Earth Minerals
6.54B +18.39%
Basic Materials
Rare Earth Minerals
27.7B +13.49%
Basic Materials
Other Specialty Mining & Metals
2.26B +30.92%
Basic Materials
Integrated Mining
1.69B -9.19%
Basic Materials
Other Specialty Chemicals
1.51B +128.06%
Basic Materials
Other Agricultural Chemicals
2.26B +30.28%
Basic Materials
Integrated Mining
5.44B +16.73%
Basic Materials
Integrated Mining
597M +10.91%
Basic Materials
Other Specialty Mining & Metals
1.07B -.--%
Basic Materials
Other Specialty Mining & Metals
6.3B -6.40%
Basic Materials
Integrated Mining
663M -7.78%
Basic Materials
Other Specialty Mining & Metals
853M -20.10%
Basic Materials
Copper Ore Mining
6.98B -

News of the components

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