Investing in the metals and
rare earths of the future
The world is becoming increasingly energy-hungry. Developing countries are lifting more people out of poverty and moving them into the middle class. Digital currencies, artificial intelligence and data centres require more and more power. At the same time energy security is less certain, with the Russian-Ukraine war and moves away from Chinese-dominated supply chains tearing up the prior status quo. Demand for new energy sources is booming, with renewables being the fastest-growing segment of power demand. The energy transition from fossil fuels to renewable energy sources is not just a trend; it’s a critical transformation reshaping our world to meet the twin goals of decarbonisation and energy security. The world now invests almost twice as much in clean energy as it does in fossil fuels (IEA World Investment Trends 2024).
Metals are the new energy
Several years ago WisdomTree recognised the growth potential and pivotal role of metals and rare earth elements in the energy transition and used our expertise in commodities and thematic investing to provide investors with multiple avenues to access this structural transformation in a differentiated and forward-looking manner. We leveraged our partnership with a leading energy transition research and consulting firm, Wood Mackenzie, to offer equity and commodity ETFs that invest directly in miners or in the underlying metals exposed to the energy transition theme.
The WisdomTree Strategic Metals UCITS ETF provides refined exposure to a diversified basket of essential metals that are directly involved in energy transition technologies.
The WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF provides diversified, yet targeted access to the value chain of energy transition metals and rare earth elements through equity miners.
The WisdomTree Strategic Metals UCITS ETF identifies liquid and tradable metals that directly benefit from the energy transition like nickel, cobalt and lithium amongst others. It allows investors to access key commodities associated with energy transition themes such as electric vehicles, transmission, charging, energy storage, solar, wind and hydrogen production. The selection and weighting of the underlying metals is based on the demand growth forecast for each metal in the energy transition but adjusted for near-term supply overhangs or tightness. Some of these metals are utilised across many energy transition uses such as copper, aluminium and zinc.
For more information, read the methodology of the underlying index tracked by this ETF.
Why WisdomTree Strategic Metals UCITS ETF?
Access the metals of the future:
The WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF is meticulously designed to identify and invest in global companies, from both developed and emerging markets, that are integral to the energy transition metals value chain.
Our strategy goes beyond mere selection. Each metal within the energy transition spectrum is weighted based on its significance in energy transition applications, considering factors like market size, exposure, and projected demand growth.
The WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF aims to provide exposure to the following 11 metal categories. For each commodity, the strategy looks across the value chain and, depending on the commodity, includes subsectors like:
For more information, read the methodology of the underlying index tracked by this ETF.
Why WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF?
Our Expert Partner
WisdomTree has extended its thematic equities and commodities partnership in the energy transition space with Wood Mackenzie to offer a solution in energy transition metals and rare earths miners. Wood Mackenzie is a leading energy transition research and consulting firm that has been providing quality data, analytics, and insights used to power the energy, renewables, and natural resources industry for nearly 50 years.
Their expertise in topics including energy, chemicals, metals and mining, and power and renewables make Wood Mackenzie an ideal partner to offer pure exposure to this rapidly evolving theme. Learn more about Wood Mackenzie.