Investing in Critical Metals

Critical Metals: Rare Earths, Indium, Gallium, Tellurium, Tantalum; and Graphite. Critical metals are those for which there are limited commercially viable substitutes for certain applications, and risks of supply disruptions from the major producing countries. Several of these critical metals are experiencing conditions of constrained supply and burgeoning demand that we expect to lead to substantial deficits over the next five years; in most instances considerably longer.

Simon Strick