Everyone is focused on war right now.
There's an endless supply of headlines and politics.
And in the middle of all that noise, it feels like everyone has completely forgotten what is actually driving the next decade of demand.
AI.
We're talking about the largest infrastructure buildout in decades.
And none of this works without energy. More than we’ve ever needed before.
That’s the part people are missing.
AI runs on power grids, data centers, semiconductors, and raw materials. And that brings us right back to the stuff no one wants to talk about when the news cycle gets loud.
Rare earths and uranium.
Let’s start with rare earths...
These are critical inputs across everything that powers modern technology and the AI buildout.
They’re used in:
Semiconductors and advanced chips.
Data centers and high-performance computing hardware.
Electric motors and robotics.
Wind turbines and energy infrastructure.
Batteries and energy storage.
Military and defense systems.
Telecommunications and 5G systems.
And much more.
There is no AI without this supply chain, and here’s where it gets even more interesting.
Iran has over 6,000 active mines across roughly 15,000 total sites. That’s a massive base of untapped or underappreciated resource potential sitting right in the middle of geopolitical tension.
So while the world is watching the conflict, the underlying reality is that these regions are resource-rich and strategically critical.
Now look at the Rare Earth & Strategic Metals ETF $REMX breaking out to new multi-year highs.
