Explore Every Angle

Our monthly commodities tracker looks at recent developments across several subsectors, including uranium, copper, precious metals, and disruptive materials.

This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.

Autonomous vehicles emerged as a dominant theme at CES 2026, underscoring how intelligence and automation are reshaping the future of mobility.

CES 2026 featured AI and robotics shifting to real deployment, driven by advancing semiconductors, industrial automation, and commercialized humanoid robots.

After rallying in 2025, copper prices should see strong fundamentals in 2026, with macro tailwinds likely aligning with the structural copper story.