The Critical Material Gap: Why Recycling Isn't Enough

Impact · against what's priced in

The article provides a bullish outlook for SETM by highlighting that recycling cannot bridge the critical materials gap, especially with AI accelerating demand. The necessity for primary mining remains a structural floor for the ETF's holdings.

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In context

The acceleration of AI infrastructure and the long lifespan of EV batteries ensure that recycling cannot meet demand, maintaining a structural necessity for the primary mining companies held by the ETF.

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• recyclingNew
• mining
• ai
• geopolitics
• SETM
• cobalt
• commodities
• copper
• critical materials
• ev batteries