Insight
Metals and mining: 3 things to look for in 2026
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Report summary
2026 will provide twists, turns, and transitions. It is a year set to be driven by geopolitics, tech, and cautious investment. China’s Five-Year Plan and US mid-terms set the tone, while energy transition and AI evolve. Oversupply keeps prices low, with copper and gold supported by disruptions.
Table of contents
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Executive Summary
- 1. Two hemispheres, one turbulent global economy
- 2. Rewired and recharged
- 3. Growth with guardrails
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What's included
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