Outlook 2026: Miners in the spotlight – Are we at the start of a multi-year upcycle for commodities? | Baker Steel Capital Managers
**1. Macro Themes Driving the Sector** The report identifies three core pillars supporting the mining industry's growth: - **The New Industrial Revolution**: Rapid expansion in AI, electrification, and clean energy storage is creating a "demand boom" for critical minerals.
Commodities
