"Governments are now building strategic reserves for critical minerals, similar to past oil stockpiling. The U.S. has initiated Project Vault, a $12 billion strategic mineral reserve aimed at enhancing supply-chain resilience."
"Australia has announced an $800 million state-backed stockpiling strategy focusing on antimony, gallium, and rare earth elements, while the European Union is advancing a joint reserve under its RESourceEU strategy."
"South Korea has launched a minerals strategy with approximately $172 million in state support, and India and Brazil formalized a bilateral cooperation agreement on rare earths and critical minerals in February 2026."
Governments worldwide are recognizing metals and minerals as strategic assets, leading to a structural demand floor. The iShares MSCI Global Metals & Mining Producers ETF provides diversified exposure to mining companies, excluding gold and silver. The fund has shown impressive performance, with a 50.72% NAV return in 2025 and a 55.82% gain over the past year. Key macro factors driving performance include increased sovereign demand for critical minerals, with various countries establishing strategic reserves to enhance supply-chain resilience.
Read at 24/7 Wall St.
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