In a recent study, ETF Securities suggested that one of the impacts of the growing use of autonomous vehicles and the development of automation would be the sharp increase in demand for metals.
Among them Gold, Silver, Copper but also metals such as Lithium, Cobalt, Palladium, Yttrium or Praseodymium.
The increase in this demand is probably still underestimated today by the markets.
These metals can be leveraged through ETFs such as REMX (VanEck Vectors Rare Earth / Strategic Metals ETF) or ETFS Physical Palladium Shares (PALL), both in our Global Macro portfolio.
Find our REMX analysis (Rare Earth)
REMX : weekly data
