Lithium sits at the heart of the energy transition, but the story is evolving.

In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti are joined by Ana Cabral, CEO of Sigma Lithium, to explore the shifting dynamics of the lithium market. From electric vehicles to data centres, they discuss how new sources of demand are reshaping the outlook for lithium.

They also dive into cost discipline, sustainable mining, and how Sigma Lithium has built one of the lowest-cost and most environmentally focused operations in the industry. From supply challenges to long-term demand trends, this conversation goes beyond prices to uncover what really drives the lithium market.

Europe is entering a new phase, one defined by defence spending, infrastructure investment and a renewed focus on strategic autonomy.

In this episode of The Next Big Thing, Mobeen Tahir is joined by Aneeka Gupta and Baoqi Zhu to unpack two of the most important themes shaping Europe today: defence and infrastructure. From the shift from budgets to execution in defence, to the growing investment gap in infrastructure, they explore how policy, geopolitics, and long-term demand are driving a structural transformation.

Thematic investing is being reshaped by three powerful forces: rising energy demand, intensifying geopolitics, and the rapid buildout of AI infrastructure.

In this episode of The Next Big Thing, Mobeen Tahir and Christopher Gannatti discuss the key themes from our latest thematic outlook. They explore the concept of energy addition, the growing importance of nuclear power, the strategic role of rare earth metals, and how the global race for AI infrastructure is changing markets.

From defence spending and drone technology to the evolving outlook for software and semiconductors, this conversation connects the dots across the themes shaping markets in 2026.

For European investors, explore the outlook here: wisdomtree.eu/outlook