Long-term structural shifts in technology, energy security and regional supply chains are prompting investors to broaden their allocations across copper, critical minerals and agricultural assets in the second half (H2) of 2026.
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Tag : rare earth
Regional funds are maintaining exposure to gold, silver and platinum while pivoting toward copper, lithium and rare earths as strategic bets.
Amid rising geopolitical tensions and a global push to diversify the critical elements, Australia is emerging as a full-cycle powerhouse.
The unresolved dispute over military-use rare earths materials in US-China trade negotiations threatens to fragment global supply chains, creating both challenges and opportunities for investors across Asian markets.
