Powering AI, Defense, and the Grid: Rare Earths & Copper

Rare earth elements and copper are critical inputs behind AI infrastructure, electrification, defense systems and renewable energy. But long-term strategic importance does not always translate into a straightforward investment case. Rare earth supply chains remain highly concentrated, especially in processing and magnets, while valuations and potential future supply additions require selectivity. Copper, meanwhile, has reached record levels as rising power demand, grid buildout and structurally constrained mine supply tighten market balances. Join us as we discuss where long-term demand is strongest, where supply risks remain most acute, and why exposure to these materials may require a differentiated approach.