Lates News

With the surge in metal demand and the scarcity of key mineral supplies, the industry is set to enter a new "super cycle," with global mining stocks rising to the top of fund managers' essential lists. Since the beginning of 2025, the MSCI Metals and Mining Index has surged nearly 90%, outperforming the "Fab Seven" of semiconductors, global banks, and tech stocks. The robust development of robots, electric cars, and AI data centers is driving metal prices to new highs, with no sign of slowing down. Copper, a key player in energy transition, has seen a 50% price increase during the same period. Analysts are also optimistic about aluminum, silver, nickel, and platinum, among other minerals. Despite gold hitting consecutive all-time highs, it is expected to continue benefiting from US monetary and fiscal policy concerns as well as geopolitical risks. Pepperstone research strategist Dilin Wu stated, "Mining stocks have quietly shifted from a boring defensive sector to a necessary anchor point in portfolios - it is one of the few industries that can capture currency policy dynamics and withstand geopolitical turmoil."