Critical Materials: The Strategic Supply Chain Trade

Critical minerals are becoming a major U.S. priority as the government backs domestic rare earth and materials supply chains. **What’s driving it?** Strong policy support including funding, price floors and DoD involvement is helping de risk the sector Demand from EVs, defense and electrification continues to grow Midstream processing such as refining and magnets may offer better risk reward than pure mining **Risks** Many companies are pre revenue with execution and dilution risk Valuations are elevated and timelines are long Theme is worth tracking!