The material for future technology, China’s bargaining chip, an investment opportunity of a generation
Rare earths and technology metals are the material from which we are building the future. We need them not only for chips and computers: no high-performance wind turbine would turn without them, no modern solar installation would harvest the sun’s energy, no modern aircraft would fly. Quantum computers would remain a utopia, and (almost) free green electricity from nuclear fusion—and its storage via hydrogen technology—would be a dream. They are expensive and not always readily available, but our modern industry depends on them. The problem: China acts dominantly in this market, the role of the USA is becoming increasingly unpredictable, which means we could fall into a dependency trap similar to the one we faced with Russian gas. European industry is in panic; it fears a shortage.
Commodities traders Andreas Kroll and Andreas Pietsch operate worldwide to achieve greater independence, and they call for more government investment in this critical area of considerable strategic importance. Of interest to high-net-worth private investors: you can now buy and own these metals like gold and silver. In doing so, you can earn money while also creating security of supply for German industry as part of the supply chain.