Powering AI, Defense, and the Grid: Rare Earths & Copper
Webinar details
May 27, 2026
02:00 PM US ET
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.
- Understand why rare earths and copper are essential to defense, EVs, AI infrastructure, and the energy transition
- Examine the supply chain bottlenecks, valuation risks, and market dynamics shaping the opportunity
- Explore how investors can think selectively about rare earths, copper, and the broader critical minerals theme
An on demand replay will be available immediately after the live webinar.
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