Commodities are quietly entering one of their strongest phases in years. Most investors remain focused on stocks and crypto (including myself), but let’s be honest – metals have been delivering consistent, structural gains, and the momentum is building, not fading.
Gold is trading near all-time highs. Silver has exploded into price discovery. Uranium is in a supply crisis. Copper is becoming the core of the energy transition. Even industrial metals like aluminum are moving higher as reshoring and infrastructure spending accelerate.
Analyst Sunil Gurjar believes this is not just another short-term rally. The numbers point to the early stages of a broader metals bull cycle that could run deep into 2026 and beyond.
Here’s why silver is leading the charge, and why the rest of the metals complex is lining up behind it.
What you'll learn 👉
Silver: The Breakout Metal
Silver has become the standout performer in the metals market.
Over the past year, the silver price surged roughly 150%, outperforming gold, stocks, and most major asset classes. This is not just a safe-haven trade. Silver sits at the intersection of monetary metal and industrial necessity, which makes it uniquely powerful in this environment.
Demand is being driven by:
• Solar panel manufacturing
• Electronics and semiconductors
• EVs and battery technology
• Growing investment demand amid global debt stress
At the same time, supply growth remains limited. New mines take years to bring online, and recycling volumes fail to keep pace with rising industrial use.
This is why silver is no longer just “following gold.” It is leading the metals cycle.
6 METALS TO INVEST IN 2026.👇🔥🔥
— Sunil Gurjar, CFTe (@sunilgurjar01) January 21, 2026
Metals are surging and could create substantial wealth in the coming years.
Bookmark it🔖
⬆️ GOLD
Last year: +70%
• Nippon India ETF Gold Bees
• ICICI Pru Gold ETF
⬆️ SILVER
Last year: +150%
• Nippon India Silver ETF
• HDFC Silver ETF…
Gold: The Anchor of the Cycle
Gold continues to play its traditional role, and it is doing so with force.
With central banks accumulating reserves and real yields under pressure, gold remains the primary hedge against sovereign debt risk and currency debasement. Last year alone, gold posted gains of around 70%, confirming that capital is moving back into hard collateral.
In every major commodity bull cycle, gold sets the foundation. Silver amplifies it. The current setup fits that historical pattern almost perfectly.
Uranium: The Structural Shortage Trade
Uranium is not rising because of speculation. It is rising because the world is running out of it.
With nuclear energy re-emerging as a strategic necessity, demand for uranium is accelerating just as mine supply struggles to expand. Major producers face declining output, and new projects are slow and politically complex.
Over the last year, uranium prices climbed roughly 70%, and many analysts now view it as a decade-long structural bull market rather than a short-term trade.
Read also: The Uranium Time Bomb: Shrinking Supply Meets Exploding Demand
Copper: The Metal Behind the Energy Transition
Copper is often called the metal with a PhD in economics — because it moves ahead of growth cycles.
Electric vehicles, power grids, renewables, AI data centers, and industrial automation all depend on copper. Yet new copper supply is failing to keep up with the scale of demand.
Prices climbed around 45% last year, and the supply deficit is projected to widen further through the second half of this decade. Without copper, the energy transition simply cannot happen.
Read also: Copper Crisis Is Just Getting Started: The Best Stocks to Watch
Aluminum: The Industrial Repricing
Aluminum rarely grabs headlines, but it plays a critical role in aerospace, EVs, packaging, and infrastructure.
As production shifts away from cheap energy regions and carbon restrictions tighten globally, aluminum is being repriced as a strategic industrial metal rather than a commodity afterthought. It gained roughly 30% last year, and its importance continues to rise as global supply chains restructure.
Why This Cycle Is Different
What makes this metals cycle unique is that it is not driven by one narrative.
It combines:
• Energy transition demand
• Geopolitical fragmentation
• Global infrastructure rebuild
• Rising debt and currency risk
• Supply constraints across multiple metals
This is not a “China growth story” like in past cycles. It is a structural reset of how resources are valued.
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