Rising geopolitical tensions and supply chain vulnerabilities are driving sustainability-focused investors toward defense stocks. Companies like Phoenix Tailings are seeing growing demand, with CEO Nicholas Myers stressing the strategic role of rare earths for security and industry. These materials are essential for advanced systems like the F-35 fighter jet. The European Commission has pinpointed 47 strategic mineral sites to secure critical resources such as magnesium and tungsten. ESG funds in Europe that include defense stocks are outperforming their peers, reflecting a new blend of sustainability and security priorities.
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