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Investing in the key energy transition metals and rare earths through miners

The global shift from traditional fossil fuels to renewable energy sources is not just a trend; it’s a critical transformation reshaping our world. Countries are racing to align with the Paris Agreement's ambitious goal of capping global warming at 1.5°c, necessitating a swift and equitable energy transition away from fossil fuel.

This shift is already impacting investment trends. For the first time, global investment in energy transition technologies has surpassed fossil fuel investment, reaching an historic high of US$1.11Trn in 2022 — a 31% increase from the previous year. This surge is not just a fleeting moment; it's a clear indicator of a profound shift in how we power our planet.

Leveraging our vast thematic and commodities expertise, we have developed the WisdomTree Energy Transition Metals and Rare Earths Miners UCITS ETF which provides diversified, yet targeted access to the value chain of energy transition metals and rare earth elements.

The WisdomTree Energy Transition Metals and Rare Earths Miners UCITS ETF is meticulously designed to identify and invest in global companies, from both developed and emerging markets, that are integral to the energy transition metals value chain.

Our strategy goes beyond mere selection. Each metal within the energy transition spectrum is weighted based on its significance in energy transition applications, considering factors like market size, exposure, and projected demand growth. The WisdomTree Energy Transition Metals and Rare Earth Miners UCITS ETF aims to provide exposure to the following 11 metal categories. For each commodity, the strategy looks across the value chain and, depending on the commodity, includes subsectors like:

Source: Wood Mackenzie, 2023. CE – Carbon Equivalent. Forecasts are not an indicator of future performance and any investments are subject to risks and uncertainties.

WisdomTree carves out a unique solution for tapping the Energy Transition value chain:

At WisdomTree, we understand the pivotal role of metals and rare earth elements in the energy transition. The WisdomTree Energy Transition Metals and Rare Earths Miners UCITS ETF is meticulously designed to identify and invest in global companies, from both developed and emerging markets, that are integral to the energy transition metals value chain.

The WisdomTree Energy Transition Metals and Rare Earth Miners UCITS ETF aims to provide exposure to the following 11 metal categories. For each commodity, the strategy looks across the value chain and, depending on the commodity, includes subsectors like:

Stage of value chain	Mining (Upstream)	Refining (Midstream)	Smelting (Midstream)	Conversion (Midstream)	Chemicals (Midstream)	Industry
Aluminium	Yes	Yes	Yes	No	No	No
Cobalt	Yes	Yes	No	No	Yes	No
Copper	Yes	Yes	Yes	No	No	No
Iridium	Yes	No	No	No	No	No
Lithium	Yes	No	No	Yes	No	No
Platinum	Yes	No	No	No	No	No
Silver	Yes	Yes	No	No	No	No
Tin	Yes	No	Yes	No	No	No
Zinc	Yes	No	Yes	No	No	No
Rare Earth Metals (REE)	Yes	Yes	No	No	No	No
Nickel	Yes	Yes	Yes	Yes	Yes	Yes

Note: Industry covers upstream and midstream.

For more information, read our Investment Case.

Why WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF?

Diversified, value chain exposure

Diversified and differentiated equity exposure to access the growth and demand of the metals and rare earth elements that are critical for the energy transition. It provides exposure to the entire value chain of the most important raw materials.

Informed by industry experts

The strategy is built in partnership with industry expert Wood Mackenzie. Expert-driven evaluation and selection of companies, ensuring a portfolio that's both focused and aligned with current industry trends.

Differentiated access to growth potential

Unique investment opportunities in pure-play mining companies linked to tin, zinc (which tend to be overlooked for their role in the energy transition) and rare earth metals (which are difficult to access owing to liquidity criterion).

Access the energy transition metals and rare earths miners with:

WisdomTree Energy Transition Metals and Rare Earths Miners UCITS ETF

RARE

RARE is designed to track the performance of companies primarily involved in the energy transition metals value chain (ETMVC). ETMVC includes the exploration and processing of metals which are used in technologies associated with energy transition themes such as electric vehicles, transmission, charging, energy storage, solar, wind, and hydrogen.

Learn more

WisdomTree Energy Transition Metals and Rare Earths Miners UCITS ETF

Our Expert Partner

WisdomTree has extended its thematic equities and commodities partnership in the energy transition space with Wood Mackenzie to offer a solution in energy transition metals and rare earths miners. Wood Mackenzie is a leading energy transition research and consulting firm that has been providing quality data, analytics, and insights used to power the energy, renewables, and natural resources industry for nearly 50 years.

Their expertise in topics including energy, chemicals, metals and mining, and power and renewables make Wood Mackenzie an ideal partner to offer pure exposure to this rapidly evolving theme. Learn more about Wood Mackenzie.

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Mobeen Tahir

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

June 25, 2026

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.

Energy Transition Metals
Energy Transition
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Aneeka Gupta

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

June 24, 2026

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.

Energy Transition Metals
Energy Transition
Megatrends

Mobeen Tahir

Lithium: the light metal with a heavy impact

April 28, 2026

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.

Energy Transition Metals
Energy Transition
Megatrends

Investing in the key energy transition metals and rare earths through miners

WisdomTree carves out a unique solution for tapping the Energy Transition value chain:

Why WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF?

Diversified, value chain exposure

Informed by industry experts

Differentiated access to growth potential

Access the energy transition metals and rare earths miners with:

WisdomTree Energy Transition Metals and Rare Earths Miners UCITS ETF

Our Expert Partner

ETF Resources

ETF Investment Case

Index Methodology

The Case for Metals and Rare Earths Miners

Latest insights

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

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

Lithium: the light metal with a heavy impact

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

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

Lithium: the light metal with a heavy impact