Synopsis :

Goldman Sachs favours copper for 2026, citing strong structural demand from electrification and AI infrastructure, while remaining bearish on aluminum, lithium, and iron ore due to oversupply, particularly from Chinese production, expecting notable price declines.

The industrial metals sector encompasses key materials like copper, aluminum, lithium, and iron ore, essential for construction, manufacturing, energy, and technology applications. Prices are highly sensitive to global economic trends, supply dynamics, and policy shifts.

Goldman Sachs favors copper for 2026, citing strong structural demand from electrification and AI infrastructure, while remaining bearish on aluminum, lithium, and iron ore due to oversupply, particularly from Chinese production, expecting notable

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