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MP Materials and the race to rebuild rare earth supply chains: Ryan Corbett on The Next Big Thing
rare-1.jpg
Mobeen Tahir
Mobeen Tahir

MP Materials and the race to rebuild rare earth supply chains: Ryan Corbett on The Next Big Thing

In the latest episode of The Next Big Thing podcast, we hosted Ryan Corbett, Chief Financial Officer of MP Materials, one of the most strategically important companies in the rare earths space. We discussed why rare earths sit at the centre of the supply chain reset, why NdPr is the real bottleneck, and how demand is broadening well beyond electric vehicles (EVs) into robotics, drones, AI infrastructure and defence. Ryan also explained why scale, policy support and vertical integration matter so much in a market still dominated by China. This blog summarises the key messages Ryan delivered on the show.

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Energy Transition MetalsEnergy TransitionMegatrends
Strategic metals rebalanced: expanding exposure across the energy transition value chain
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Aneeka Gupta
Aneeka Gupta

Strategic metals rebalanced: expanding exposure across the energy transition value chain

The latest rebalance of WisdomTree's Strategic Metals and Rare Earths Miners Index widens its lens from 10 to 14 metal categories, adding vanadium, silicon metal, manganese and niobium. It trims copper and lithium, lifts rare earths and nickel, tilts toward upstream mining and larger names, and now offers above-market growth at a discounted forward earnings multiple.

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Energy Transition MetalsEnergy TransitionMegatrends
Renewable energy is catching a second wind
thematics-18.jpg
Mobeen Tahir
Mobeen Tahir

Renewable energy is catching a second wind

Back in 1973, an oil shock changed the way the world thought about energy. More than fifty years later, geopolitical tensions, rising electricity demand from artificial intelligence (AI) and record renewable energy deployment are once again putting the sector in the spotlight. This blog explores why renewable energy is catching a second wind, how China is driving much of the growth, and why some emerging technologies may finally have found their moment. Investors, it seems, are keen to make hay while the sun is shining.

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Energy TransitionMegatrendsEquities
Lithium: the light metal with a heavy impact
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Mobeen Tahir
Mobeen Tahir

Lithium: the light metal with a heavy impact

Lithium was once a laboratory curiosity. Today, it sits at the centre of the global shift towards electrification and digitalisation. As electric vehicles scale, battery storage expands, and industrial demand evolves, lithium demand is projected to rise meaningfully over the coming decades. Yet supply growth is expected to slow and remains concentrated in a handful of countries. In this blog, we break down the demand and supply outlook using International Energy Agency projections, with additional insight from our partners at Wood Mackenzie, and explore what this could mean for investors.

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Energy Transition MetalsEnergy TransitionMegatrends
Lithium powering the world’s electrification: Sigma Lithium’s CEO Ana Cabral on The Next Big Thing
rare-11.jpg
Mobeen Tahir
Mobeen Tahir

Lithium powering the world’s electrification: Sigma Lithium’s CEO Ana Cabral on The Next Big Thing

In the latest episode of our podcast, The Next Big Thing, Chris and I spoke with Ana Cabral, Chief Executive Officer of Sigma Lithium. We discussed how lithium sits at the heart of an increasingly electrified world, why low-cost and sustainable production is what separates winners from the rest, and how new sources of demand, from EVs to data centres and drones, are reshaping the market. Ana also shared how Sigma has built one of the world’s lowest-cost lithium operations while rethinking how mining can be done, using technology, process design and discipline to navigate a volatile commodity cycle.

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Energy TransitionEnergy Transition MetalsMegatrends
The world is taking the nuclear option
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Mobeen Tahir
Mobeen Tahir

The world is taking the nuclear option

Global adoption of nuclear energy is accelerating. In the face of rapidly rising energy needs and geopolitical shocks creating severe volatility in the price of oil and gas, countries are acting to move away from fossil fuels not only to protect the environment, but also to ensure energy security. This blog outlines key developments from governments around the world, why they matter, and the opportunities they create for investors.

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Nuclear EnergyMegatrendsEnergy Transition
Why the market's excitement around uranium is justified
nuclear-6.webp
Mobeen Tahir
Mobeen Tahir

Why the market's excitement around uranium is justified

Nuclear power is firmly back on the global energy agenda, driven by energy security, decarbonisation goals and the rapidly rising power needs of data centres and artificial intelligence (AI) infrastructure. As governments and the private sector commit to expanding nuclear capacity, investor attention is increasingly turning to uranium, the fuel at the heart of the nuclear value chain. In this blog, we examine why the nuclear renaissance still has much further to run, why current build-out plans fall short of stated targets, and what this means for uranium at a time when supply is already constrained.

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Nuclear EnergyMegatrendsEnergy Transition
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