INSIGHTS & STRATEGIES > ARTICLES
WisdomTree Insights
The latest rebalance of WisdomTree's Strategic Metals and Rare Earths Miners Index widens its lens from 10 to 14 metal categories, adding vanadium, silicon metal, manganese and niobium. It trims copper and lithium, lifts rare earths and nickel, tilts toward upstream mining and larger names, and now offers above-market growth at a discounted forward earnings multiple.
Read the article
The latest rebalance of WisdomTree's Strategic Metals and Rare Earths Miners Index widens its lens from 10 to 14 metal categories, adding vanadium, silicon metal, manganese and niobium. It trims copper and lithium, lifts rare earths and nickel, tilts toward upstream mining and larger names, and now offers above-market growth at a discounted forward earnings multiple.
Read the article
Lithium was once a laboratory curiosity. Today, it sits at the centre of the global shift towards electrification and digitalisation. As electric vehicles scale, battery storage expands, and industrial demand evolves, lithium demand is projected to rise meaningfully over the coming decades. Yet supply growth is expected to slow and remains concentrated in a handful of countries. In this blog, we break down the demand and supply outlook using International Energy Agency projections, with additional insight from our partners at Wood Mackenzie, and explore what this could mean for investors.
Read the article
In the latest episode of our podcast, The Next Big Thing, Chris and I spoke with Ana Cabral, Chief Executive Officer of Sigma Lithium. We discussed how lithium sits at the heart of an increasingly electrified world, why low-cost and sustainable production is what separates winners from the rest, and how new sources of demand, from EVs to data centres and drones, are reshaping the market. Ana also shared how Sigma has built one of the world’s lowest-cost lithium operations while rethinking how mining can be done, using technology, process design and discipline to navigate a volatile commodity cycle.
Read the article
Governments are taking a more active role in critical minerals, moving beyond regulation into financing, pricing support and supply-chain building. Rare earths provide the clearest example, but the shift is spreading more broadly across strategic materials. This blog explores how the U.S., Japan and Europe are reshaping the sector, why the benefits extend beyond mining, and what this means for investors looking at the critical minerals value chain.
Read the article
Humanoid robots could become a new source of demand for critical minerals. This blog outlines which minerals matter most for humanoids, why recent AI progress is making large-scale deployment more plausible, and what that could mean for supply chains, project lead times, and geopolitics.
Read the article
As the global economy enters a late-cycle expansion in 2026, commodities stand to benefit from structural change rather than cyclical recovery. Dollar headwinds, policy-constrained supply and rising geopolitical fragmentation favour metals, with gold emerging as a strategic reserve asset and copper reflecting long-term electrification demand.
Read the article