CITIC Securities research report points out that under the "age of disorder," global resource supply security is under severe threat, prompting countries and all production sectors to increase desired inventory levels to cope with potential supply disruption risks, with metals usable in the military industry being top priority.

CITIC Securities research report points out that under the "age of disorder," global resource supply security is under severe threat, prompting countries and all production sectors to increase desired inventory levels to cope with potential supply disruption risks, with metals usable in the military industry being top priority.

老虎证券2026/04/13 23:57

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Since the outbreak of the conflict between the US, Israel, and Iran, a large amount of weapons and ammunition has already been consumed. Therefore, the replenishment of weapon inventories by the US, Israel, Iran, and other countries due to security demands is bound to drive a significant increase in demand for related strategic metals. Moreover, the military industry is not highly sensitive to prices, so prices are expected to benefit considerably.

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