Precious Metals Power Ahead: Gold, Silver & Copper Surge into 2025 Amid Global Shifts

Gold, silver, and copper soar as central bank buying, energy tech, and tariffs reshape supply and demand, positioning Precious metals & Critical Minerals as key portfolio assets into 2026 & beyond.

 The precious metals market remains in a robust bull run through mid-2025, with gold, silver, and copper all posting impressive gains driven by geopolitical tensions, supply constraints, and shifting global monetary policies.

Gold Reaches New Heights: -Gold closed at $3,334.19 per ounce on July 10, 2025, representing a stunning 40% surge over the past year. While prices have stabilized below $3,400 in July after peaking at $3,444 in June, the yellow metal continues to benefit from its traditional safe-haven appeal amid ongoing global uncertainties. Gains have been driven by geopolitical tensions, supply constraints, and shifting global monetary policies.

The gold rally is being substantially supported by unprecedented central bank buying activity. Central banks are on track to purchase approximately 1,000 metric tons of gold in 2025, marking the fourth consecutive year of large-scale acquisitions. These institutional buyers now account for nearly a quarter of total gold demand, making them the third-largest purchaser group after jewelry and physical investment sectors.

Leading the central bank buying spree are Uzbekistan, China, Kazakhstan, Poland, and India, with steady inflows also reported from Iran. This sustained demand reflects a broader trend of nations diversifying their reserves away from the US dollar, supporting gold's long-term trajectory.

Silver Shines Bright: -Silver has emerged as a standout performer, trading at $36.37 per ounce on July 10, with gains exceeding 24% year-over-year and over 5% in the past month alone. The white metal's rally is driven by a perfect storm of factors: mounting geopolitical tensions, renewed safe-haven demand, and persistent industrial shortages.

Particularly notable is silver's evolving industrial profile. Industrial use now consumes about 83% of global mine production, up dramatically from 51% a decade ago. Critical demand from green energy sectors, including solar panels and battery storage, has created structural tightness in the market. Supply deficits have persisted for five consecutive years, with technical indicators suggesting further upside potential.

Copper Hits Record Territory: -Copper has delivered exceptional performance, finishing the first half of 2025 up more than 16% and recently trading near $10,000 per ton. The metal closed at $5.54 per pound on July 11, 2025, after reaching an all-time high of $5.84 per pound earlier in July.

The copper surge reflects plunging inventories, supply disruptions, and robust demand from electrification, AI infrastructure, and data centers. The announcement of a 50% U.S. tariff on imported copper has caused record highs in U.S. copper futures, creating significant arbitrage opportunities for domestic producers.

Forward-Looking Projections: -Market analysts maintain bullish outlooks across all three metals. Gold forecasts suggest average prices rising toward $4,000 per ounce by mid-2026, with some projections reaching $5,000-$7,000 by 2030.

Silver: could test all-time highs in 2025 and 2026 with some analysts targeting $80 by 2028.

Copper: Trump’s 50% tariff on Copper imports, announced in July7 sent U.S. copper futures soaring to record highs, peaking at $5.84/lb (~$12,880/tonne) before settling near $5.54/lb (~$10,000/tonne); prices are expected to remain strong, with forecasts of $9,700-$10,050 per tonne through late 2025.

The Emerging Markets Factor:-Emerging economies are increasingly shaping global demand patterns for both investment and industrial metals. Nations across Asia, Africa, and Eastern Europe are accelerating urbanization, wealth accumulation, and strategic control over critical mineral supply chains. The International Energy Agency projects a 500% increase in demand for critical minerals by 2050, driven by clean energy technologies.

This structural pivot, coupled with global geopolitical tensions and diverging monetary policies, suggests that the precious metals super cycle is far from over.

SP

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"For information only and not a recommendation to buy or sell shares."

Mining News: www.minestockers.com (Disclosure- writer is a shareholder of minestockers.com)


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