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MP Materials and the race to rebuild rare earth supply chains: Ryan Corbett on The Next Big Thing
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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
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
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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
Governments are moving from regulator to participant in critical minerals
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Baoqi Zhu
Baoqi Zhu

Governments are moving from regulator to participant in critical minerals

Governments are taking a more active role in critical minerals, moving beyond regulation into financing, pricing support and supply-chain building. Rare earths provide the clearest example, but the shift is spreading more broadly across strategic materials. This blog explores how the U.S., Japan and Europe are reshaping the sector, why the benefits extend beyond mining, and what this means for investors looking at the critical minerals value chain.

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CommoditiesEnergy Transition MetalsMegatrends
Humanoid robots could drive new demand for critical minerals
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Baoqi Zhu
Baoqi Zhu

Humanoid robots could drive new demand for critical minerals

Humanoid robots could become a new source of demand for critical minerals. This blog outlines which minerals matter most for humanoids, why recent AI progress is making large-scale deployment more plausible, and what that could mean for supply chains, project lead times, and geopolitics.

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Artificial IntelligenceEnergy Transition MetalsMegatrends
What's Hot: Strategic metals are back, how supply discipline is reshaping lithium, cobalt, copper and nickel
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Nitesh Shah
Nitesh Shah

What's Hot: Strategic metals are back, how supply discipline is reshaping lithium, cobalt, copper and nickel

Related Products WisdomTree Strategic Metals UCITS ETF - USD Acc, WisdomTree Energy Transition Metals Find out more After several years of oversupply and weak sentiment, strategic metals staged a...

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CommoditiesEnergy Transition MetalsEnergy Transition
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