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A red-hot start to 2026 pushes global mining beyond $2 trillion

Gold now appears to have US$5,000 in sight, silver’s volatility is intensifying, and copper is regularly hitting all-time highs. Mining equities have responded in kind. After a blowout start to 2026, the collective market value of the world’s top 50 mining companies now sits comfortably above the US$2 trillion mark reached at the end of …

AI to boost copper demand 50% by 2040 — S&P

Rapid and exponential growth in artificial intelligence (AI), defence spending and robotics will lift global copper demand by 50% by 2040, leaving a supply shortfall of more than 10 million tonnes a year without major gains in mining and recycling, according to a new S&P Global study Copper demand is rising as these new sectors …

Gold Outlook 2026: Push ahead or pull back

Gold has experienced a remarkable 2025, achieving over 50 all-time highs and returning over 60%.1 This performance has been supported by a combination of heightened geopolitical and economic uncertainty, a weaker US dollar, and positive price momentum. Both investors and central banks have increased their allocations to gold, seeking diversification and stability.  Looking to 2026, …

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