I think so and am increasingly betting on some of them in my long-term portfolio. But not the classics gold and silver. But rather rare earths etc. These are needed in industry for everything that is high-tech, cars etc. and they are only available to any significant extent in China, approx. 75% -80% of the global market, in Russia 10-15% and in Europe in Ukraine, where they are not developed. This is the main reason for DT's negotiations with Ukraine and China. Without them, he can shut down his high-tech industry. On the other hand, this is also the reason why many companies like $AAPL (+0,35%) cannot relocate their production to the USA because they can get the raw materials they need much more easily in China. The same applies to $TSLA (-0,32%) and many other companies. The USA is dependent on China and the Chinese have the upper hand. The future of the high-tech world depends on raw materials and this is not OPEC oil like it used to be.
So here is another interesting report on the current situation.
https://www.n-tv.de/wirtschaft/Exporte-seltener-Erden-fallen-auf-null-article25859016.html
