The Future Value of Disruptive Materials
February 22, 2024

By  Graphics/Design: Alejandra Dander

The Briefing

  • By 2030, the collective market for disruptive materials is expected to reach over $800 billion
  • Copper is the largest market while lithium is the fastest growing

The Future Value of Disruptive Materials


A select number of materials have a critical role to play in the expansion of next generation technologies. This could lead to a surge in demand and a potential soaring of market values for each material as a result.


This graphic from Global X ETFs takes a closer look at the forecasted market value for 12 disruptive materials, which are seeing increasingly large climate investment.


Soaring Market Values


The materials highlighted are each a billion dollar market in their own right. But which has the largest projected future market value?



Copper is one of the largest and most mature markets from this group. And as a result sees a lower projected compound annual growth rate (CAGR).


Disruptive Material Projected Market Value ($B) CAGR (over forecast period)
Copper $394.0B by 2029 4.2% (2021-2029P)
Lithium $191.0B by 2028 23.3% (2021-2028P)
Nickel $59.0B by 2028 7.3% (2021-2028P)
Zinc $49.6B by 2027 4.0% (2021-2027P)
Manganese $42.0B by 2027 7.4% (2019-2027P)
Cobalt $17.3B by 2029 12.5% (2021-2029P)
Rare Earth Metals $15.4B by 2030 9.1% (2021-2030P)
Platinum $9.6B by 2027 5.0% (2020-2027P)
Carbon Fiber $9.0B by 2030 9.2% (2022-2030P)
Carbon Materials $8.7B by 2027 6.8% (2020-2027P)
Palladium $5.6B by 2028 4.6% (2022-2028P)
Graphene $1.3B by 2028 16.2% (2022-2028P)

However, when it comes to the fastest growing market, lithium reigns supreme with a CAGR of over 23% between the forecast period of 2021 and 2028. Lithium is a vital ingredient for lithium-ion batteries, used in EVs and elsewhere.


Altogether, the collective market value for these top materials is expected to be worth over $800 billion by the end of the decade. And in the subsequent years, as efforts to tackle climate change accelerate, the collective value of these materials may well hit $1 trillion.


Introducing the Global X Disruptive Materials ETF


The Global X Disruptive Materials ETF (Ticker: DMAT) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Disruptive Materials Index.


The Global X Disruptive Materials ETF is a passively managed solution that can be used to gain exposure to the rising demand for disruptive materials. Click the link to learn more.


Copyright © 2023 Visual Capitalist

December 5, 2024
The Company’s Annual General Meeting of Shareholders (“AGM”) took place virtually yesterday with 34 attendees (shareholders and guests). Total attendance in person and by proxy was 137 shareholders representing about 51.4% of the outstanding shares. At the AGM, shareholders approved the election of all Directors proposed by Management with over 90% of the tendered votes being in favor, and the re-appointment of MNP LLP as auditors of the Company with all of the tendered votes being in favor.
October 15, 2024
The Iowa Utilities Board (IUB) has approved Summit Carbon Solutions base pipeline project that will span around 688 miles and capture and store 12 million tonnes of carbon dioxide (CO2) annually. Summit Carbon Solutions’ project has seen extensive scrutiny in the US state previously. The IUB carried out an extensive review process over the last 34 months, which was made up of 33 public informational meetings, a public hearing, and a review of around 50,000 pages, among other processes.
Show More >
Share by: