This CIO Special report by DWS Investment GmbH explores how the strategic importance of critical minerals is reshaping global investment priorities, geopolitical alliances, and supply chain policies.
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Critical minerals—essential for clean energy and AI—are highly concentrated in a few nations, exposing markets to major geopolitical and supply chain risks.
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Demand is projected to surge sixfold by 2040, yet permitting delays and underinvestment threaten future supply, especially for copper and rare earths.
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Global alliances, ESG concerns, and technological innovation are now central to managing mineral dependency and fostering sustainable sourcing.
Read the full report for a deeper dive into policy shifts, investment risks, and the evolving role of critical minerals in future-proofing portfolios.
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