Three categories of strategic metals, matched in purity and form to industry standards, ensuring they remain liquid and can be sold back to industrial buyers at any point.
The permanent magnets in the generators of an offshore wind turbine contain up to three tonnes of rare earths. The same materials power the electric motors in EVs, e-bikes, smartphones, laptops, and professional audio systems worldwide.
Rare earth magnets are of great importance for the production of electric motors, such as those used in electric cars and e-bikes. In modern smartphones, laptops and tablets, rare earth magnets are found in the camera, loudspeakers and vibration motors.
The same applies to headphones and sound systems found in the home, automotive and event sectors. These are not niche applications — they are the backbone of the devices billions of people use every day.
Rare earths are held in their oxide form. This allows the raw materials to be stored optimally and used more flexibly than in their metallic form — making it easier to sell them on to industrial buyers when the time comes.
A single offshore wind turbine generator contains up to three tonnes of rare earth magnets. As renewable energy targets accelerate, demand is structurally locked in for decades.
Every EV and e-bike motor depends on rare earth permanent magnets. With global EV production scaling rapidly, there is no substitution that matches performance and efficiency.
Cameras, speakers, vibration motors, headphones — billions of devices produced every year each require rare earth magnets. A quiet, structural demand that does not go away.
The expansion of 5G, the future of connected driving, and the possibilities of virtual reality all depend on technology metals. No substitutes exist that match their performance in the applications that matter most.
Faster data transfers and more powerful computers are made possible with gallium in processors and microchips and germanium in fibre optic cables. Gallium and indium in LEDs enable the production of ever flatter home entertainment screens, high-tech displays, and more powerful mobile and notebook screens.
Hafnium and rhenium help to make turbine housings and blades more stable and heat-resistant. Their use makes the booming aircraft industry more environmentally friendly — reducing fuel consumption through higher operating temperatures.
Unlike rare earths, many technology metals are produced in very small quantities as by-products of other mining operations. This structural scarcity means supply cannot simply be scaled up in response to demand — even when the economic incentive exists.
Gallium arsenide outperforms silicon in high-frequency applications — making it irreplaceable for 5G infrastructure, satellite communications, and next-generation microchips.
Indium tin oxide is the standard transparent conductor for touchscreens and displays. Every smartphone, tablet, and monitor produced today depends on indium — with no commercially viable alternative.
Hafnium and rhenium allow jet engines to operate at higher temperatures with less fuel. As aviation scales and defence budgets grow, demand is structurally rising from producers who cannot substitute.
Hydrogen fuel cells are seen as a beacon of hope for a greener future. Platinum group metals are essential to the highest-efficiency fuel cells — and to the electrolysers that produce the hydrogen itself.
According to current research, fuel cells achieve the highest efficiency through the use of platinum group metals. Platinum group metals are also used in the PEM electrolyser to produce hydrogen — the key technology in the green hydrogen value chain.
Industry is also constantly dependent on platinum, palladium and rhodium for catalysts. This applies to large-scale industrial use and also to the manufacture of exhaust gas catalytic converters in vehicles with combustion engines.
Unlike the speculative dynamics that affect gold and silver, platinum group metals are priced primarily on what manufacturing industry consumes. This industrial anchor makes their value story fundamentally different — and particularly compelling for investors seeking real asset exposure.
PEM fuel cells and electrolysers — the core technologies of the green hydrogen transition — require iridium and platinum with no commercially viable alternatives at scale.
Every combustion engine vehicle requires a catalytic converter containing platinum, palladium or rhodium. With hundreds of millions of vehicles on the road, industrial demand is vast and persistent.
Platinum group metals are catalysts in the production of nitric acid, fertilisers, plastics and pharmaceuticals. Modern industrial chemistry could not function without continuous access to these materials.
Every metal held by Kairos Invest clients is stored in certified, duty-free European facilities to industrial specifications. Full proof of ownership is provided, and metals can be sold back into industrial supply chains at any time.
Every allocation is discussed individually. Florence will help you understand which metals suit your investment objectives, horizon, and budget — without obligation.