The article by Barry Fitzgerald discusses the creation of a virtual critical minerals ETF tailored for the ongoing trade war, focusing on the strategic importance of minerals like lithium, cobalt, and rare earths. These minerals are crucial for technologies driving the green energy transition and are at the center of geopolitical tensions, particularly between the U.S. and China. Fitzgerald highlights how these minerals are becoming pivotal in trade negotiations and national security strategies, with countries seeking to secure their supply chains. He suggests that investors could benefit from an ETF that includes companies involved in the extraction, processing, and recycling of these minerals, thereby providing exposure to this high-stakes sector. The article also touches on the potential for such an ETF to mitigate risks associated with trade disputes and supply chain disruptions, offering a diversified investment approach in a volatile market environment.
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https://www.msn.com/en-au/money/other/barry-fitzgerald-creating-a-virtual-critical-minerals-etf-that-s-tailored-for-the-trade-war/ar-AA1AqHlp ]