Critical Minerals Surge as Tech and AI Boom Reshapes Commodity Markets
The global pivot away from dollar dominance is accelerating demand for critical minerals—lithium, cobalt, and rare earth elements now FORM the backbone of AI infrastructure and green energy transitions. These commodities are outpacing traditional stores of value as semiconductor shortages and electric vehicle production bottlenecks expose supply chain vulnerabilities.
Deposits remain geographically concentrated, with China controlling 80% of rare earth processing capacity. This geopolitical tension is driving Western capital into mining equities and derivative instruments tied to these strategic resources. Market participants anticipate sustained price appreciation as allocation thresholds adjust to reflect their systemic importance.