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Technology metals, rare earths and precious metals are increasing in value because they are needed for future technologies, but their availability is limited. Our raw materials make components faster, more magnetic, more conductive or increase their resistance to heat and corrosion. This makes them indispensable resources for current growth markets.
Building blocks of the future
The industry needs raw materials
- The digitalisation megatrend is extremely resource-intensive. Computing power and data transfer require energy, cooling systems, cables and microchips and therefore gallium, germanium, indium and precious metals.
- Rare earths as well as gallium and indium are relevant for the realisation of the expansion of wind energy and photovoltaics.
- Recent geopolitical tensions have increased the need for greater security worldwide. This inevitably increases the demand for many speciality raw materials that improve the performance and efficiency of modern military systems.
- Mobility is a crucial part of life in a globalised world. To diversify the portfolio, commodities that move people and goods forward are a good choice: Rhenium, rare earths, platinum group metals.
Our raw material packages for strategic metals
Digitisation
Raw materials included in the package
The digitalisation megatrend is extremely resource-intensive. Computing power and data transfer for artificial intelligence (AI), virtual reality, the digitalisation of the healthcare system and smart homes require energy, cooling systems, cables and microchips. New data centres are being opened on every continent around the world.
Relevant sectors
Data storage
Analysts estimate that the demand for data centres in the United States will grow by 10 % per year until 2030.1
1 mckinsey.com/industries/technology-media-and-telecommunications/our-insights/investing-in-the-rising-data-centre-economy
Artificial intelligence
The global market for artificial intelligence in cancer diagnostics is expected to grow at an average annual CAGR of 9.4 % to USD 2.6 billion between 2024 and 2034.2
2 towardshealthcare.com/insights/ai-in-cancer-diagnosis-transforming-cancer-care
LED
The LED market is expected to grow at a compound annual growth rate (CAGR) of 8.5 % until 2029.3
3 marketsandmarkets.com/Market-Reports/led-lighting-market-201130554.html
High-Tech
The global market for consumer electronics is expected to grow at a compound annual growth rate (CAGR) of 6.6 % until 2030, driven by the increasing penetration of smartphones.4
4grandviewresearch.com/industry-analysis/personal-consumer-electronics-market
Renewable energies
Raw materials included in the package
Renewable energies are a crucial building block for a climate-neutral future. The demand for raw materials for the energy transition is increasing and is politically secured through the expansion of green technologies. Compliance with the Paris Climate Agreement requires, among other things, the massive production of more wind turbines and photovoltaic systems. According to the International Energy Agency, wind power and photovoltaic systems should supply 25 % of the world's energy by 2028.
Relevant sectors
Thin-film photovoltaics
A compound annual growth rate (CAGR) of 15.1 % is expected for thin-film photovoltaics up to 2029, with the market set to double to around USD 12.4 billion by 2029.1
1 marketsandmarkets.com/Market-Reports/thin-film-pv-31.html
Wind energy
Wind power capacity in Europe will almost double by 2030.2
2 spglobal.com/commodityinsights/en/market-insights/latest-news/electric-power/022824-europe-forecast-to-add-262-gw-new-wind-capacity-by-2030-windeurope
Military
Raw materials included in the package
The latest geopolitical tensions have increased the need for more security worldwide. This is reflected in rising national defence budgets, for example. This inevitably increases the demand for many speciality raw materials that improve the performance and efficiency of modern military systems. Gallium is indispensable for radar equipment. Modern night vision and thermal imaging devices rely on germanium. Rare earths are needed for drone propulsion systems and certain munitions. The NATO defence alliance classifies these raw materials, together with precious metals, as essential for the sector.
Relevant sectors
Drive and electronics
The market for semiconductors in military technology is estimated to grow from USD 5.2 billion in 2023 to USD 8.7 billion in 2032.1
1 dataintelo.com/report/military-semiconductor-market
Imaging procedures
With a CAGR of 5.2 %, the global market for germanium lenses is expected to grow to USD 560 million by 2032.2
2 dataintelo.com/report/global-germanium-lense-market
Mobility
Raw materials included in the package
Mobility is a crucial part of life in a globalised world. Accordingly, commodities that move people and goods forward are ideal for diversifying the portfolio: in electric cars, e-bikes and catalytic converters or through hydrogen fuel cells.
Relevant sectors
Air traffic
Boeing forecasts a need for 44,000 new aircraft by 2043, while Airbus has announced that it will double its fleet in the next 20 years.1
1 airport-technology.com/news/airbus-predicts-increased-demand-market-outlook/
Fuel cells
Driven by heavy goods transport, demand for fuel cells is expected to increase by 28.3 % annually from 23,000 units in 2024 to 353,000 by 2035.2
2 marketsandmarkets.com/Market-Reports/future-of-hydrogen-in-automotive-179785986.html
Catalysts
The global platinum market is expected to grow at a compound annual growth rate (CAGR) of 5.1 % until 2031. Stricter emissions regulations around the world are increasing the demand for platinum in catalytic converters.3
3 straitsresearch.com/report/platinum-market
E-mobility
The global electric vehicle fleet could grow twelve-fold by 2035.4
4 iea.org/reports/global-ev-outlook-2024/outlook-for-electric-mobility
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