Global X Disruptive Materials ETF (NASDAQ: DMAT)

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The Fund invests at least 80 Percent of its total assets, plus borrowings for investments purposes (if any), in the securities of the Solactive Disruptive Materials Index (the Underlying Index) and in American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) based on the securities in the Underlying Index.

Anglo American Plc

First Quantum Mineral

Boliden Ab

Southern Copper Corp

Freeport-Mcmoran Inc Common Stock Usd 0.1

Sumitomo Met Min

Eve Energy

Global X Disruptive Materials ETF

Chinese state-owned miner MMG has mothballed production at its <a href="https://www.benzinga.com/topic/mining">cobalt processing plant</a> in the Democratic Republic of Congo just 15 months after starting the operation.
What Happened: According to <a href="https://www.bloomberg.com/news/articles/2025-03-06/china-s-mmg-halts-new-congo-plant-after-one-year-on-cobalt-slump">Bloomberg</a>, the Chinese miner cited "unfavorable cobalt market conditions" as the primary reason for halting its facility.
MMG invested up to $600 million in expanding its copper output and launching cobalt production at the site, which is in the Haut-Katanga province in southern DRC. Despite commissioning the plant in September 2023, the facility was placed on care and maintenance at the end of 2024. 
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MMG is majority-owned by China Minmetals Corp.
Meanwhile, the miner reported a full-year 2024 production of just 1,600 tons of cobalt. That&#8217;s a fraction of its capacity. The company is also ramping up copper production, which it plans to increase by at least 40% this year.
Why It Matters: Cobalt production in the DRC, which accounts for about 75% of the global supply, has surged. Prices peaked at $82,300 per ton in early 2022 before plummeting over 72% to below $22,000 per ton. Rising production prompted organized crime to illegally mine and smuggle billions of dollars of this commodity,<a href="https://issafrica.org/iss-today/rampant-cobalt-smuggling-and-corruption-deny-billions-to-drc"> per</a> ISS Africa.
The government <a href="https://www.benzinga.com/news/24/05/38989518/apple-supply-chain-includes-blood-minerals-from-congo-lawyers">repeatedly accused Apple</a> of using these "blood minerals" in its supply chain, <a href="https://www.benzinga.com/news/legal/24/12/42527087/dr-congo-fires-first-salvo-files-complaints-against-apple-over-conflict-minerals">filing a legal case</a> in Paris in December. However, per Reuters, the Paris prosecutor's office ruled that allegations of money laundering and deceptive business practices were &#8220;not sufficiently well-founded.&#8221; As a result, the case will not proceed, though Congo's lawyers have signaled their intent to challenge the decision.
Cobalt is essential in producing lithium-ion batteries, a key component of the EV transition. Still, its status as a byproduct of copper mining has largely influenced the market dynamic. This is creating an oversupply that has outpaced the demand.
Thus, at the end of February, the DRC government introduced a four-month cobalt export ban to stabilize the market. The Strategic Mineral Substances Market Regulation and Control Authority ban implemented the ban. It aims to prevent excessive stockpiling and control pricing fluctuations.
The effectiveness of this strategy is yet to be seen. The other side of the equation—the demand side—remains under pressure. Toshiba, for example, is fighting production costs and reliance on a complex supply chain. The company has developed a new <a href="https://www.global.toshiba/ww/technology/corporate/rdc/rd/topics/23/2311-02.html">cobalt-free</a> lithium-ion battery targeting commercial production in 2028.
Price Watch: Global X Disruptive Materials ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DMAT#NASDAQ">DMAT</a>) is up 7.75% year-to-date.
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44104459/toronto-risks-its-mining-hub-status-as-bureaucracy-and-geopolitics-take-toll">Toronto Risks Its Mining Hub Status As Bureaucracy And Geopolitics Take Toll</a></li>
</ul>
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DMAT

MMG Pauses Cobalt Production In Congo As Price Hits Historic Lows

The metals and mining sector may not be the most exciting group of&nbsp;assets at the moment, but that could change in the coming years.
The increasing demand for mining commodities has been driven by the global efforts for green energy. S&amp;P Global suspects that supply constraints will send metals to above-average prices through 2025.
The World Steel Association reported that every metric ton of steel produced in 2020 emitted 1.8 tons of carbon dioxide into the atmosphere. It&rsquo;s a staggering statistic because it means that every metric ton of steel produced emitted almost double its weight in byproduct.
The global demand for a smaller carbon footprint has pressured companies that mine and process metals into pursuing&nbsp;innovation.
For example, Swedish metals manufacturer SSAB in collaboration with LKAB minerals and state-owned power company Vattenfall are the first in the world to produce &lsquo;green&rsquo; or fossil-free steel. This is done using a process called HYBRIT (Hydrogen Breakthrough Ironmaking Technology) which burns hydrogen created by renewable energy to produce electricity that is used to create the steel.
Also Read:&nbsp;<a href="https://www.benzinga.com/general/education/22/04/26440153/thanks-to-rise-in-copper-prices-the-penny-is-worth-more-than-1-cent-heres-how-much">Thanks To Rise In Copper Prices, The Penny Is Worth More Than 1 Cent: Here&#39;s How Much</a>
The demand for lithium, a primary element in the production of batteries, is expected to grow to $6.62 billion by 2028 largely due to the&nbsp;booming growth of the electric vehicle industry.
Rare earth metals&nbsp;used in EV batteries, computers, fiber optics, and superconductors have also seen increasing demand. The market is expected to grow to $9.6 billion by 2026, up from $5.3 billion in 2021.
Here are some of the stocks an investor should consider amid the high global demand for metals.
Lithium
<ul>
<li>Alcoa Corp (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/aa#NYSE">AA</a>)</li>
<li>Albemarle Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/alb#NYSE">ALB</a>)</li>
<li>Livent Corp (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/lthm#NYSE">LTHM</a>)</li>
<li>Lithium Americas Corp (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/lac#NYSE">LAC</a>)</li>
<li>Standard Lithium Ltd (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/sli#NYSE">SLI</a>)</li>
<li>Sociedad Quimica y Minera de Chile (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/sqm#NYSE">SQM</a>)</li>
<li>Piedmont Lithium Ord Shs (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/pll#NASDAQ">PLL</a>)</li>
</ul>
Rare Earth
<ul>
<li>Mp Materials Corp (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/mp#NYSE">MP</a>)</li>
<li>Lynas Rare Earths Ltd (OTCMKTS: LYSCF)</li>
<li>Luxfer Holdings PLC (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/lxfr#NYSE">LXFR</a>)</li>
<li>II-VI, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/iivi#NASDAQ">IIVI</a>)</li>
<li>Global X Disruptive Materials ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/dmat#NASDAQ">DMAT</a>)</li>
</ul>
Mining
<ul>
<li>WEC Energy Group Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/wec#NYSE">WEC</a>)</li>
<li>Aspen Technology, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/azpn#NASDAQ">AZPN</a>)</li>
<li>Yamana Gold Inc (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/auy#NYSE">AUY</a>)</li>
<li>Turquoise Hill Resources Ltd (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/trq#NYSE">TRQ</a>)</li>
</ul>
Renewable Energy
<ul>
<li>iShares Global Clean Energy ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/icln#NASDAQ">ICLN</a>)</li>
<li>Invesco Solar ETF (ARCA: TAN)</li>
<li>First Trust NASDAQ Clean Edge Green Energy Idx Fd ETF (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/qcln#NASDAQ">QCLN</a>)</li>
<li>Enphase Energy Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/enph#NASDAQ">ENPH</a>)</li>
<li>Solaredge Technologies Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/sedg#NASDAQ">SEDG</a>)</li>
<li>Sunrun Inc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/run#NASDAQ">RUN</a>)</li>
<li>Bloom Energy Corp (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/be#NYSE">BE</a>)</li>
</ul>

Long Ideas

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Trading Ideas

AZPN

ENPH

iShares S&P Global Clean Energy Index Fund

ICLN

IIVI

LTHM

LXFR

First Trust NASDAQ Clean Edge Green Energy Index Fund

QCLN

SEDG

Why This Boring Sector Could Be A Top Trender In The Next Few Years

Dematco, Inc. (OTCBB:DMAT), through its wholly owned subsidiary Dematco Group Corp, has acquired 9.9% of the common stock of Quantus Income Opportunities Corp., a newly formed subsidiary of Toronto-based Quantus Investment Corp. QIOC has been formed specifically to engage in investment opportunities arising from products based on electronically tradable dematerialized Senior Life Settlements such as those being created by DGC. QIOC has already made its first investment in these products and expects to engage in significant transactions in these products. DGC has devised and created bonds and variable rate notes secured by interests in SLS policies which it is marketing to institutional investors. DGC will seek to have these instruments listed on recognized stock exchanges, primarily in Europe.

Financing

Dematco, Inc. Announces Investment in Quantus Income Opportunities Corp.: Early Gains Expected from First Tranche of Bonds

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