Rare earths are the invisible backbone of modern military technology, powering everything from fighter jets and drones to radar and precision-guided weapons. As defense spending rises and governments work to reduce reliance on China-dominated supply chains, the race to build secure, ex-China rare earth capacity is accelerating. Discover why these critical materials have become a strategic priority and what that could mean for investors.

By Justin Tolman, Senior Portfolio Manager, Economic Geologist

Rare earth elements are essential to the technologies shaping our future, including artificial intelligence, defense systems, data centers and advanced energy infrastructure. Yet the global supply chain remains heavily concentrated in China, prompting governments and industries to seek alternative sources. Watch this educational video to learn why rare earths have become some of the most important strategic resources of the modern era.

Rare earths sit at the intersection of national security, technological innovation and energy resilience. With demand projected to grow across defense, AI, electrification and advanced manufacturing, governments worldwide are investing in diversified supply chains outside China. Explore the forces driving this global shift and the emerging opportunities it may create.

By Jacob White, CFA, ETF Product Management

What do robotics, defense systems, electric vehicles and the future of AI have in common? They all rely on rare earth elements. In this episode of Sprott Radio, Ed Coyne speaks with Adamas Intelligence Managing Director Ryan Castilloux about rising demand for rare earths, supply chain challenges and why these critical materials may be essential to the next phase of technological innovation.

Financial Advisors and Individual Investors

Please get in touch with the Sprott Client Services Team at 888.622.1813 for more information.

You may also email us at [email protected], or visit https://sprott.com/contact-us/ for more details on the Team.

Important Disclosure
 


Investors should seek financial advice regarding the suitability of any investment strategy based on the objectives of the investor, financial situation, investment horizon, and their particular needs.

Relative to other sectors, precious metals and natural resources investments have higher headline risk and are more sensitive to changes in economic data, political or regulatory events, and underlying commodity price fluctuations. Risks related to extraction, storage and liquidity should also be considered.

Gold and precious metals are referred to with terms of art like “store of value,” “safe haven” and “safe asset.” These terms should not be construed to guarantee any form of investment safety. While “safe” assets like gold, Treasuries, money market funds and cash generally do not carry a high risk of loss relative to other asset classes, any asset may lose value, which may involve the complete loss of invested principal.

Past performance is no guarantee of future results. You cannot invest directly in an index. Investments, commentary and opinions are unique and may not be reflective of any other Sprott entity or affiliate.

Forward-looking language should not be construed as predictive. While third-party sources are believed to be reliable, Sprott makes no guarantee as to their accuracy or timeliness. This information does not constitute an offer or solicitation and may not be relied upon or considered to be the rendering of tax, legal, accounting or professional advice.

© 2026 Sprott Inc. All rights reserved.