Strategic metals – copper, lithium, rare earths
Investing in critical metals such as copper and lithium remains one of the pillars of a resilient strategy in 2026. These resources, along with rare earths, are essential to the energy transition and the digital revolution, but their supply chains are increasingly seen by governments as matters of national security rather than simple trade. The competition for rare earth deposits in Brazil[1], for example, illustrates this strategic repositioning (the USA, China and the EU are stepping up initiatives to secure access to these critical minerals, on which green and military tech depend)[2]. In the long term, this structural scarcity combined with growing demand could support prices and margins for well-positioned players.
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