In 2025, gold and silver prices surged dramatically due to Federal Reserve rate cuts and geopolitical fears, while copper, often seen as an economic health indicator, is poised for a significant rally driven by rising demand from AI infrastructure needs and a supply deficit. Investors are considering copper stocks like Freeport-McMoRan and Southern Copper, as well as ETFs like COPX, to capitalize on this potential growth in the upcoming years.
AMD CEO Lisa Su predicts that artificial intelligence is just beginning a '10-year supercycle,' indicating a prolonged period of growth and innovation in AI technology.
President Biden's plan to refill the Strategic Petroleum Reserve (SPR) is in limbo as analysts warn of a potential "supercycle" that could make crude oil too expensive. The administration released 180 million barrels of oil from the SPR last year, which helped reduce U.S. retail gasoline prices. However, oil prices are still higher than the administration's target, and analysts warn that prices will likely remain high for years. Refilling the SPR at a higher price could mean lower profits when the oil is resold later, and waiting until prices fall could put the U.S. at risk in the event of another oil price shock.
