Category: rare earth metals

The Future Value of Disruptive Materials


This post is by Aran Ali from Visual Capitalist


The following content is sponsored by Global X ETFs

The Briefing

  • By 2030, the collective market for disruptive materials is expected to reach over $800 billion
  • Copper is the largest market while lithium is the fastest growing

The Future Value of Disruptive Materials

A select number of materials have a critical role to play in the expansion of next generation technologies. This could lead to a surge in demand and a potential soaring of market values for each material as a result.

This graphic from Global X ETFs takes a closer look at the forecasted market value for 12 disruptive materials, which are seeing increasingly large climate investment.

Soaring Market Values

The materials highlighted are each a billion dollar market in their own right. But which has the largest projected future market value?

Copper is one of the largest and most mature markets from this group. And as a result sees a lower projected compound annual growth rate (CAGR).

However, when it comes to the fastest growing market, lithium reigns supreme with a CAGR of over 23% between the forecast period of 2021 and 2028. Lithium is a vital ingredient for lithium-ion batteries, used in EVs and elsewhere.

Disruptive MaterialProjected Market Value ($B)CAGR (over forecast period)
Copper$394.0B by 20294.2% (2021-2029P)
Lithium$191.0B by 202823.3% (2021-2028P)
Nickel$59.0B by 20287.3% (2021-2028P)
Zinc$49.6B by 20274.0% (2021-2027P)
Manganese$42.0B by 20277.4% (2019-2027P)
Cobalt$17.3B by 202912.5% (2021-2029P)
Rare Earth Metals$15.4B by 2030 (Read more...)

Disruptive Materials: Visualizing America’s Import Dependency


This post is by Aran Ali from Visual Capitalist


The following content is sponsored by Global X ETFs

The Briefing

  • The U.S. is 100% import dependent on manganese and graphite
  • China and Canada are the two nations the U.S. is most import reliant on

America’s Import Dependency for Disruptive Materials

The U.S. is expected to see surging demand for disruptive materials, which are those deemed to have high level importance for their role in next generation technologies. But many of these disruptive materials like manganese, cobalt, and lithium are primarily imported from foreign countries.

This graphic from Global X ETFs takes a closer look at Americas reliance on net imports for these disruptive materials. Countries are ranked by how many commodities of which the U.S. is a net importer. And net importer is defined as over 50% of domestic use or consumption comes from foreign sources rather than domestic production.

Ranking Country Reliance

The U.S. imports commodities from a lot of countries, including from economic rivals. And these commodities include well known ones like nickel, zinc, and lithium, which are critical to climate-friendly technologies. However, the data reveals that there are a select number of countries where dependency is highest. Here’s a look at the top eight countries.

CountryNumber of Commodities Net Import Reliant
🇨🇳 China 19-23
🇨🇦 Canada13-18
🇷🇺 Russia 7-12
🇮🇳 India7-12
🇧🇷 Brazil7-12
🇿🇦 South Africa 7-12
🇩🇪 Germany7-12
🇲🇽 Mexico7-12

The U.S. is most dependent on China where they are net import reliant on 19-23 different commodities, followed by Canada with 13-18. In addition, the U.S. (Read more...)

Should You Invest in Disruptive Materials?


This post is by Aran Ali from Visual Capitalist


The following content is sponsored by Global X ETFs
graphic showing the forecasted surge in demand as a result of emerging climate and clean energy technologies.

Should You Invest in Disruptive Materials?

New technologies are having a transformative impact on the transportation and energy sectors. As these technologies develop, it is becoming clear that a small selection of materials, metals, and minerals—known collectively as disruptive materials—are critical components required to innovate.

This graphic from Global X ETFs takes a closer look at the disruptive materials that are key to fueling climate technologies. With a growing global effort to decarbonize, disruptive materials may enter a demand supercycle, characterized as a structural decades-long period of rising demand and rising prices.

Building Blocks Of the Future

There are 10 categories of disruptive materials in particular that are expected to see demand growth as part of their role within emerging technologies.

Disruptive MaterialApplicability
ZincProtects metal surfaces from rusting through a process called galvanization. This is essential to wind energy.
Palladium & PlatinumOften used in catalytic converters, thus playing a major role in hydrogen fuel cell technology.
NickelA corrosion-resistant metal used to make other metals more durable.
ManganeseAn important mineral needed for battery and steel production.
LithiumThe foundational component of lithium-ion batteries.
GrapheneThe thinnest known material which is also 100x stronger than steel. Used in sensors and transistors.
Rare Earth MaterialsA broader category including 15 lanthanide series elements, plus yttrium. These metals are found in (Read more...)