Freeport-McMoRan Inc.

Ero Copper Corp.

Southern Copper Corporation

Anglo American plc

Glencore plc

Alcoa Corporation

Century Aluminum Company

Kaiser Aluminum Corporation

Critical Metals Corp.

MP Materials Corp.

NioCorp Developments Ltd.

First Majestic Silver Corp.

Endeavour Silver Corp.

Pan American Silver Corp.

Peabody Energy Corporation

Cameco Corporation

Cheniere Energy, Inc.

Robots, artificial intelligence, and automation no longer exist only in code. They consume electricity, metals, and fuel. AI has become a new, very voracious consumer of raw materials, comparable in scale to entire industries. This triggers a commodity supercycle and redistributes capital in favor of those who control the basic resources of the new economy. Vitaly Kononov, an analyst at Freedom Broker's commodities sector, named the new beneficiaries of this supercycle.

Beneficiaries of AI and robotization: the commodity supercycle and investment ideas

Sibanye Stillwater Limited

Valterra Platinum Limited

Platinum group metals may become an attractive alternative for investors who failed to capitalize on the gold rally. The outlook for 2025-2026 is generally favorable for platinum, while palladium faces tougher market conditions. Freedom Broker analyst Vitaly Kononov tells us what is important for investors wishing to capitalize on these metals.

Platinum vs. palladium: what investors should bet on

Vitaly Kononov

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Articles: 2

Beneficiaries of the Fourth Industrial Revolution: The Commodity Supercycle

Platinum vs. palladium: what investors should bet on