An understanding of global supply chains is almost essential for modern portfolio diversification. Our standard of living as well as social developments depend crucially on a secure supply of raw materials. This includes hafnium, as it is essential for nuclear technology, the semiconductor industry and the production of high-temperature alloys for engines and turbines.
As market forecasts demand from industry and defense is constantly increasing - at the same time, the availability of hafnium is structurally limited. Hafnium is produced exclusively as a by-product of zirconium refining; independent extraction is not possible. Supply bottlenecks are possible due to geological, economic or political circumstances - the supply situation is considered critical. This makes hafnium an exciting physical asset and an intelligent addition to a portfolio, as it offers opportunities for value appreciation.