2Yr·

I am assuming that demand for rare earths will continue to rise while availability is limited.

Although I already have a few good individual stocks in this area, the ETF does include some companies, especially from China, that I don't have as individual stocks...

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We never underestimate the importance of technological progress in the development of new batteries with innovative materials. Although it is clear that electric vehicles are destined to replace those with heat engines, it is by no means certain that lithium will remain the undisputed leader in this transition.
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