Lates News

The CITIC Securities research report pointed out that in recent years, the rise of resource nationalism, the "weaponization" of strategic resources, the "explicit" manifestation of supply rigidity, and the significant changes in industries benefiting from demand have together created a bullish market environment for strategic metals. The recent US military strikes on Venezuela and President Trump's briefing on plans to strike Iran have further strengthened the strategic importance of metal resources. We continue to be optimistic about investment opportunities in strategic metals that possess the following characteristics: (1) strong scarcity of resources + strong rigidity and vulnerability of supply; (2) significant changes in industries benefiting from demand and strategic reserves of various countries.