Forget Stocks – For 2026 I'm Investing in These Two Metals

Stocks are mostly the astir fashionable plus people for mean investors. But for the caller year, I deliberation a mates of commodities are adjacent amended bets. I'm talking astir 2 metals, 1 concern and 1 precious.

The archetypal is copper, which you tin put successful via the Global X Copper Miners ETF (NYSEMKT: COPX), a money that provides investors with entree to a wide scope of copper mining companies. It's up 80% truthful acold this year.

The 2nd is silver. And a large mode to put successful it is the iShares Silver Trust (NYSEMKT: SLV), an exchange-traded money (ETF) that tracks the metallic spot terms utilizing metallic bullion held successful JPMorgan Chase slope vaults successful New York and London. The ETF has much than doubled this year, up 119%.

Both metallic and copper deed caller all-time highs successful 2025. And it appears determination whitethorn beryllium importantly much upside for them successful 2026. Basically, proviso and request factors are pushing prices of the 2 metals higher.

Both are surging partially owed to concern demand. They're some fantabulous conductors of electricity, truthful they person captious roles successful the build-out of artificial quality (AI) infrastructure, electrical vehicles (EVs), and renewable energy, among galore different applications.

According to S&P Global, "Data halfway operation requires copious amounts of materials specified arsenic copper, cement and steel, which are taxable to planetary proviso concatenation constraints and tariffs."

As for silver, "the build-out of AI information centers is intensifying the request for silver, and truthful is the ongoing accumulation of EVs (which usage much metallic than combustion engines)," says Yardeni Research.

That's the request side. But the proviso broadside of the equation is besides highly bullish for copper and metallic due to the fact that there's been a proviso shortage of some this year. Partly successful effect to the request for metallic and copper successful the monolithic AI information halfway build-out, this twelvemonth the U.S. Department of the Interior added metallic and copper to its database of captious minerals.

The Global X Copper Miners ETF presently has nett assets of astir $3.5 cardinal and holds 41 stocks. Its 5 largest positions are:

• Lundin Mining, a Canadian metals miner with operations successful Argentina, Brazil, Chile, and the U.S., accounting for 5.6% of the fund.

• KGHM Polska Miedz, a Polish multinational miner with operations successful Poland, Canada, the U.S., and Chile, accounting for 5.1% of the fund.

• Boliden AB, a Swedish miner with operations successful Sweden, Finland, Norway, Portugal, and Ireland, accounting for 5% of the fund.

• Southern Copper, a U.S. institution with mines successful Peru and Mexico, accounting for 4.7% of the fund.

• Freeport-McMoRan, a planetary mining elephantine specializing successful copper, gold, and molybdenum, accounting for 4.7% of the fund.