Gold Vs. Copper: Who’s Driving The 2025 Rally?

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  • #198199 Reply
    Christian Harris
    Participant

      Gold has had a solid start to 2025, climbing 14% as investors flock to its safe-haven appeal amid geopolitical tensions and tariff uncertainties.

      But it’s copper that’s truly stealing the show, surging 23.5% year-to-date.

      This rally is fuelled by robust industrial demand, particularly from the energy transition and AI-driven infrastructure boom.

      The VanEck Gold Miners ETF (GDX) has outperformed both metals, skyrocketing 31.4%, as miners benefit from rising gold prices and operational efficiencies.

      Mining giants like Rio Tinto and Freeport-McMoRan are also seeing steady gains, driven by strong commodity prices and production growth.

      For short-term traders, copper’s momentum and GDX’s leveraged exposure to gold present compelling opportunities.

      However, keep an eye on macroeconomic indicators and tariff developments, as these could sway the balance between industrial demand and safe-haven flows.

      Will copper’s rally continue, or is gold poised for a comeback? 🤔📈

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      • #198218 Reply
        George

          Yeah, it kinda all comes down to a few things. China’s the big one because if their economy heats up, demand could jump. Then there’s Trump’s tariffs, which could shake things up. Oh, and I saw something about the Cobre Panama mine shutting down—less new supply could tighten things up and maybe push prices higher.

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        • #198217 Reply
          GreenbackScalper

            “Copper might be the conductor of our electric future, but gold never goes out of style when the world gets jittery.”

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            • #198311 Reply
              Christian Harris
              Participant

                You’re spot on—copper’s “electric metal” status makes it a key player in the clean energy transition, with demand surging for EVs, renewables, and infrastructure projects.

                However, gold’s timeless appeal as a safe-haven asset shines brightest during economic uncertainty, geopolitical tensions, or currency volatility.

                While copper’s fortunes are tied to industrial growth, gold thrives when markets get shaky.

                For investors, this means balancing exposure to both: copper for long-term structural trends and gold for portfolio protection during turbulent times.

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