Key Takeaways Copper rose 40% in 2025, and demand from EVs, AI and renewables is surging.Demand is outpacing supply, driven by tight inventories and global mine disruptions.Stocks like ERO, BHP, RIO and SCCO are well-positioned to benefit from the copper rally.Gold had a blockbuster year in 2025, rising more than 60%. Silver did even better, surging over 150%. That momentum has carried into 2026, with both metals hitting fresh highs as geopolitical tensions push investors toward safe-haven assets. But with ...