WHAT THE IRAN CONFLICT REVEALS ABOUT CRITICAL MINERALS SUPPLY CHAINS

Every missile launched, every interceptor fired, and every drone destroyed consumes a complex basket of critical minerals. While the exact material requirements of many advanced weapons systems remain classified, the recent conflict in the Middle East offers a rare opportunity to examine the mineral intensity of modern warfare at scale.

In this Amvest Terraden webinar, using publicly available information, Tomasz Nadrowski, Co-Founder and Portfolio Manager, and Stuart Macliver, Co-Founder and General Partner, examine the hidden supply chain vulnerability behind the headlines, and what the replenishment cycle means for the critical minerals market.

 Key questions we explore:

• Which minerals are most embedded in missile and interceptor systems, and which supply chains are most exposed?

• How does the Iran conflict illuminate Western stockpile vulnerabilities across rare earths, specialty metals and other strategic materials?

• How can investors best position themselves to track defense procurement affecting critical minerals?

 Whether you are monitoring commodity flows, tracking defense procurement cycles, or assessing supply chain risk, this session will provide a grounded perspective on one of the most consequential intersections in the critical minerals market today.