eBook | The new gold rush: how to invest in metals and mining in 2025
Metals and mining are at the heart of the global transition – but trade wars, cost inflation and volatile demand are rewriting the rules. The winners will be those who act now.
1 minute read
Robin Griffin
Vice President, Metals and Mining Research

Robin Griffin
Vice President, Metals and Mining Research
An integral part of the research team since 2007, Robin leads our analysis across metals and mining markets.
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The global metals and mining landscape is shifting under the combined weight of geopolitics, technology and the energy transition. Price swings, tariff disputes and supply chain realignments are redefining risk – but they’re also creating extraordinary openings for those with the right intelligence.
From lithium to copper, the next decade will be shaped by critical minerals. Demand will surge, investment will pivot, and capital allocation decisions made today will determine tomorrow’s winners. Yet uncertainty over trade, policy and cost inflation will challenge even the most experienced players.
Our latest eBook for metals and mining investors distils the market forces shaping 2025 and beyond – from China’s supply dominance and the US’s tariff-heavy stance, to the evolving role of ESG in investment decisions. Inside, you’ll find data-driven insight into:
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Where metals demand growth will really come from – and which markets may underperform
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The impact of shifting trade policy on supply security
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The capital allocation strategies that protect value in volatile cycles
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How recycling, new processing hubs and technology are reshaping supply chains
Whether you’re seeking to diversify portfolios, identify acquisition targets, or position for the coming super cycle, the imperative is clear: act before the market moves.
Download the eBook
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