France hosts the first Group of Seven finance ministers' meeting under its presidency on Tuesday. Discussions are set to center on securing supplies of critical raw materials like rare earths and maintaining financial support for Ukraine. This agenda reflects ongoing geopolitical tensions and supply chain vulnerabilities facing Western economies.

The focus on rare earths underscores the bloc's scramble to diversify away from Chinese dominance in these essential inputs for technology and defense. For Ukraine, sustained funding is critical as the war enters its third year, with hundreds of billions in aid already committed. Markets will watch for concrete policy signals.

Investors should note that any coordinated G-7 action on raw materials could spur investment in mining and processing projects outside China. The meeting's outcomes may also influence defense spending and energy transition timelines. Further details on specific funding mechanisms for Kyiv are anticipated following the talks.