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WisdomTree Insights
Rare earths rarely make headlines, yet they sit quietly at the centre of some of the most important trends shaping our world, from clean energy and electrification to defence, artificial intelligence (AI), and advanced manufacturing. Demand is rising rapidly, driven by wind power, electric vehicles (EVs) and a growing list of strategic applications. However, supply is a different story.
In this blog, we look at the International Energy Agency’s latest projections for rare earth demand and supply, explain why shortages could become increasingly acute, and explore why investors are paying closer attention to a group of commodities that may be small in size, but large in strategic importance.