After a steep 9.1% drop between 27 February and 23 March, the ASX 200 recovered a bit to finish the month down 7.8%.

In April so far, ASX 200 shares are 1.05% higher after the US signalled yesterday that it may be out of Iran within two or three weeks.

James Gerrish from Shaw and Partners says the "war fear" in the market is now fading.

While the road out may be volatile, Gerrish and his Market Matters team are bullish on ASX 200 shares for the rest of the year.

In fact, they think the ASX 200 could re-test its all-time high of 9,200.9 points later in the year, if the Iran situation is resolved soon.

In his Market Matters newsletter today, Gerrish has named 3 ETFs to buy before the rally really gets started.

3 ASX ETFs to buy today: expert

Global X Copper Miners ETF (ASX: WIRE)

The WIRE ETF is $122.42 apiece on Thursday, down 1.2% today and down 17.9% over the past month.

The Market Matters team is targeting $30 for this exchange-traded fund over the next year or so.

The experts said:

Copper (Cu) has experienced a volatile few weeks as the Iran conflict brought into question global economic growth, even though it's underpinned by structural demand from industrial uses, particularly global electrification and the AI buildout.

At MM, we remain firm believers in the Cu story over the coming years and last month increased our exposure to Sandfire Resources Ltd (ASX: SFR) and bought Evolution Mining Ltd (ASX: EVN) to increase our exposure to the industrial metal in the Active Growth Portfolio after the sector's 32% correction from its late January high.

A close above $24 would be a bullish technical trigger.

VanEck Gold Miners ETF (ASX: GDX)

This ASX gold ETF is $137.67 per unit, up 0.6% today and down 19% over the past month.

The Market Matters team is targeting the $160 area for the GDX ETF through 2026.

They said:

The GDX ETF gained more than 4% on Wednesday, though the move felt stronger locally with most ASX gold miners rallying 6–8%.

After a ~35% correction, the sector appears to have completed the anticipated washout following its surge to fresh highs in 2026.

We believe the broader uptrend remains intact, although a period of consolidation around ~$150 would not be surprising.

A close above $142 would be a bullish technical trigger.

BetaShares Global Uranium ETF (ASX: URNM)

This ASX uranium ETF is $12.28 per unit, down 0.6% today and down 7.9% over the past month.

The Market Matters team said they like the URNM ETF after a 29% pullback, and remain constructive on the uranium sector.

They commented:

At MM, we believe nuclear power is the obvious clean energy source that works today, with US big tech agreeing, as they pour money into Small Modular Reactors (SMRs).

Nuclear power accounts for ~10% of global electricity generation today with demand set to rise substantially over the coming years as AI usage ratchets up.

With the uranium market transitioning into a structural tightening phase, and a high probability of deficit emerging later this decade, the URNM ETF should push higher in the coming years.

A close above $12.60 would be a bullish technical trigger.

The post 3 ASX ETFs to buy before the rally really takes off: expert appeared first on The Motley Fool Australia.

The ASX materials sector, which is dominated by the mega miners, is 2.3% higher, while the energy sector is down 3.5%.

The S&P/ASX 200 Index (ASX: XJO) is in recovery mode today, up 1%, after a surge in oil prices created a $90 billion rout yesterday.

While the war in Iran is dominating headlines, longer-term trends in our investment markets continue to play out.

One of them is a new commodities 'super cycle' that seems to be taking strong hold of our share market.

So, let's dig into the question posed in our headline today.

Is Australia now in a new mining boom?

Australia's last mining boom, from the early 2000s through to 2013, was primarily driven by China's rapid industrialisation.

This period saw a big increase in iron ore and coal prices, major investment in mining infrastructure, and a substantial lift in exports.

It appears we've now entered a new mining boom, but this one is not going to centre on iron ore, nor demand from just China.

This boom will centre on critical materials with industrial applications tied to electrification, power generation, and energy security.

Demand will come from many nations, underpinned by structural changes in the global economy that will take decades to play out.

Paul Wong and Jacob White from Sprott Asset Management name copper, uranium, lithium, rare earths, and silver as the commodities to watch.

In an article, Wong and White said:

[This is] a new kind of commodity supercycle.

The emerging bull market is not repeating past cycles, and is being driven by deglobalization, fiscal dominance and the global push for energy, infrastructure and strategic, domestic supply chains.

AMP Ltd (ASX: AMP) Head of Investment Strategy and Chief Economist, Shane Oliver, also says we are embarking on "a new super cycle in commodities".

In a recent article, Dr Oliver said:

… the commodity price slump from their 2008-2011 highs looks to be over with commodities embarking on a new super cycle bull market driven by constrained supply after low levels of investment and electrification and rising defence spending driving increased demand for metals.

This will benefit Australia's resource stocks.

Iron ore is likely to feature less this time around partly reflecting slowing urbanisation in China and its property slump.

Commodity prices and ASX mining shares

The price of gold, silver, copper, lithium, and many critical minerals skyrocketed last year amid rising demand and low supply.

This pushed up the prices and returns of scores of ASX mining shares, with materials the top sector of 2025, returning a staggering 36%.

Gold is part of this mining boom, but for different reasons. Gold is benefiting from central bank buying and safe-haven investor demand.

Wong and White added:

After years of shrinking representation in global portfolios, commodities and resource equities have broken out above multi-year trading ranges, an action that, in our view, marks the developing stages of the new commodity bull market.

Impact on ASX mining shares

The new mining boom is already playing out in the Australian share market.

The BHP Group Ltd (ASX: BHP) share price is up 31% over 12 months and 12.2% in the YTD.

BHP shares recently soared to $59.39 apiece, their highest level in 140 years, and the miner is once again the market's largest company.

Many other ASX mining shares have also hit new records.

These include Rio Tinto Ltd (ASX: RIO) shares at $170.71 per share and Northern Star Resources Ltd (ASX: NST) at $31.96 per share.

Take a look at the 12-month change in these ASX mining shares below.

Foolish Takeaway

Wong and White emphasise that this mining boom will not be broad-based, and targeted exposure is important.

They said:

Broad commodity exposure may lack focus on the critical materials currently leading this cycle.

Investors are increasingly focusing on companies tied directly to critical materials and structural demand trends.

As an example, Wong and White point out that copper miners are outperforming diversified miners.

We can see this by comparing the performance of Global X Copper Miners AUD ETF (ASX: WIRE), up 84% over 12 months, to diversified ETF BetaShares Australian Resources Sector ETF (ASX: QRE), up 42%, and VanEck Australian Resources ETF (ASX: MVR), up 48%.

Wong and White conclude:

We see considerable room for continued outperformance from select commodities and the associated equities. 

The post Australia's next great ASX mining boom: Are we already in it? appeared first on The Motley Fool Australia.

A new report from Global X has reinforced that technological innovation doesn't slow down just because markets wobble. 

It said that some of the most transformative breakthroughs, from the internet to smartphones to modern cloud computing, have continued to accelerate even during periods of uncertainty.

Today, the next wave of innovation is already underway. Artificial intelligence, robotics, automation and even humanoid technology are advancing at extraordinary speed.

These are megatrends reshaping infrastructure, manufacturing, defence, energy and the way people work. And unlike speculative stocks, there's a practical, tangible way to invest in the foundations of this boom: the "picks and shovels" behind the innovation economy.

Here are three ASX ETFs to consider for investors seeking raw exposure to the foundations of these rising sectors. 

All have risen roughly 80% in the last 12 months. 

Global X Copper Miners ETF (ASX: WIRE)

This fund provides access to a global basket of copper miners that stand to benefit from being key parts of the value chain, facilitating growth in major areas of innovation such as technology, infrastructure, and clean energy.

With global electrification accelerating and AI infrastructure buildouts gathering pace, demand for copper is expected to structurally outstrip supply for years. WIRE offers a simple way for investors to gain exposure to this long-term demand without needing to pick individual mining stocks.

According to the report, copper matters for innovation for several reasons:

• AI data centres require enormous amounts of copper for heat dissipation and electrical wiring
• Robotics and automation systems use copper in motors, chips, wiring, sensors and circuit boards
• Electric vehicles contain two to four times more copper than petrol cars
• Renewable energy systems, such as wind turbines and solar farms, are copper-intensive by design.

Global X Uranium ETF (ASX: ATOM)

Global initiatives to reduce carbon emissions will see uranium and nuclear adoption rise as a crucial power source to facilitate the clean energy transition.

ATOM gives investors exposure to the global uranium industry at a time when nuclear energy is being re-evaluated as a critical enabler of the digital economy.

According to the report, uranium is experiencing a global resurgence because it provides:

• Zero-carbon baseload power
• High reliability
• The ability to support 24/7 AI and computing loads
• Independence from fossil fuel price volatility

Global X Green Metal Miners ETF (ASX: GMTL)

This ASX ETF provides exposure to global companies that produce critical metals for clean energy infrastructure and technologies, including lithium, copper, nickel and cobalt.

These are the essential inputs for:

• EV batteries
• Robotics and automation components
• High-performance magnets used in humanoid technology
• Renewable energy storage
• Advanced computing and electronics

The post 3 ASX ETFs set to benefit from the AI revolution appeared first on The Motley Fool Australia.

Exchange traded funds can be a great foundation for a portfolio, particularly when it comes to newer investors,

Rather than choosing one or two individual companies, an ASX ETF offers instant diversification.

It's often assumed that because of the lowered risk, there is also lower upside. 

However, targeting the right funds can bring plenty of potential. 

These three funds have proven that to be true so far in 2026, outpacing many individual stocks. 

Global X Copper Miners ETF (ASX: WIRE)

This ASX ETF provides access to a global basket of copper miners which stand to benefit from being a key part of the value chain facilitating growth in major areas of innovation such as technology, infrastructure and clean energy.

The thematic fund gives investors exposure to a sector that is poised to play an important role across many growing industries. 

Copper is one of the most important metals for electrification, and key uses include:

• Electric vehicles (EVs) ~2 – 4× more copper than petrol cars
• Renewable energy – wind turbines and solar farms
• Power grids – huge expansion needed for electrification.

At the time of writing, it includes 39 underlying holdings. 

Its largest geographical exposure is to: 

• Canada (35.01%)
• United States (11.14%)
• Australia (10.55%).

The fund has risen 14.3% year to date, and 98% over the last year. 

For context, the S&P/ASX 200 Index (ASX: XJO) is up 2.4% year to date and 10.45% in the last year. 

Global X Uranium ETF (ASX: ATOM)

This fund offers investors access to a broad range of companies involved in uranium mining and the production of nuclear components, including those in extraction, refining, exploration, or manufacturing of equipment for the uranium and nuclear industries.

According to Global X, global initiatives to reduce carbon emissions will see uranium and nuclear adoption rise as a crucial power source to facilitate the clean energy transition.

The case for uranium today is perhaps the strongest it's been in a decade driven by increasing global demand and nuclear power capacity.

The fund is currently made up of 50 holdings, from sectors including: 

• Energy (65.36%)
• Industrials (18.56%)
• Utilities (7.08%)
• Materials (4.51%)

Its largest geographical exposure: 

• Canada (48.84%)
• United States (17.94%)
• Australia (9.98%). 

It has risen more than 13% for the year to date, and nearly 100% in the past year.

Global X Gold Bullion (Currency Hedged) ETF (ASX: GHLD)

The Global X Gold Bullion (Currency Hedged) ETF (GHLD) provides a way to gain exposure to physical gold while neutralising the impact of currency movements.

It seeks to provide investment results which correspond generally to the spot price of gold bullion, hedged with the aim of eliminating the impact of currency movements between the US dollar and Australian dollar, before fees and expenses.

It is up 18% year to date and over 60% in the last 12 months. 

The post The ASX ETFs that have gotten off to the hottest starts in 2026 appeared first on The Motley Fool Australia.

The copper price surged to a new closing price record of US$13,694 per tonne last month.

It then plunged to a low of US$12,763 per tonne on 5 February before rebounding to US$13,117 per tonne today.

The rout was sparked by the US President's nomination of Kevin Warsh to be the new Federal Reserve chair.

Warsh is seen as hawkish, so his selection strengthened the US dollar, which led to a metals sell-off as investors scrambled to take profits.

The copper price rose by 42% in 2025 and is 4.8% higher in 2026-to-date.

The red metal's ascendancy has pushed many ASX copper shares higher.

Last month, the Sandfire Resources Ltd (ASX: SFR) share price soared to a record high of $21.75.

Today, Sandfire shares are $19.43, up 0.3%.

Capstone Copper Corp CDI (ASX: CSC) shares also hit an all-time high of $17.83 per share last month.

On Tuesday, Capstone Copper shares are $16.60, up 3.6%.

The Global X Copper Miners AUD ETF (ASX: WIRE) also reached a record $28.98 per unit in January.

Today, WIRE ETF is $25.55 per unit, up 3.2%.

Why is the copper price rising?

Copper is benefiting from increasing global demand due to the energy transition.

Copper is essential for electrification in the major infrastructure being built to create a greener energy supply, such as wind turbines.

Top broker Goldman Sachs says new grid and power infrastructure built in 2025 required more than 11,300 kilotonnes of copper.

On top of that, electric vehicles (EVs) and renewables required 4,118 kilotonnes.

The building industry in China used 3,471 kilotonnes of copper last year, and data centres ate up 369 kilotonnes, the broker said.

The copper price is also being pushed higher by the debasement trade.

A debasement trade occurs when currencies weaken.

This inspires investors to move from paper assets, like cash and bonds, into hard assets, like metals, and particularly gold.

The most notable currency losing value right now is the US dollar, which is the world's primary reserve currency.

Reflecting rising interest in copper, leading global metals specialist, Sprott, launched the world's first physical copper fund in mid-2024.

After 18 months of trading, the Sprott Physical Copper Trust (TSE: COP.U) has a net asset value of $190 million at US$11.87 per unit.

Sprott says:

Demand for electricity is estimated to increase 157% by 2050 as middle classes grow in the East, clean energy technologies proliferate, electric vehicles (EVs) gain market shares and artificial intelligence (AI) data centers provide a new demand shock for copper markets.

Amid rising long-term demand, the copper price is also supported by restricted long-term supply.

Sprott analysts Paul Wong and Jacob White say it takes an average of 17 years to develop a copper mine from discovery to production.

Sprott says:

While Chile is the world's largest copper producer, ore grades are declining and supply disruptions are common.

Major new copper discoveries are infrequent, and lead times and costs to develop new mines are significant.

Based on projections, copper supplies are not expected to keep up with the growing demand for copper over time.

In the short-term, Goldman Sachs noted a 600 kilotonne (kt) surplus of supply in 2025, the largest absolute surplus since 2009, after miners ramped up production to meet rising demand.

But in the long term, Goldman acknowledges the 'unique constraints' in copper mining production.

What's next for the copper price?

In a recent report, Goldman Sachs Research increased its copper price forecast for the first half of 2026.

The team expects the copper price to remain about $13,000 per tonne before declining to $11,200 per tonne by the end of the year.

The decline relies on the assumption that the US will announce a 15% tariff on refined copper by mid-2026, to be implemented in 2027.

Analyst Eoin Dinsmore said US buyers have been stockpiling copper to get ahead of the possible tax.

But there is uncertainty as to whether a tariff will eventuate — either this year or at all — particularly given that affordability remains a key focus in the lead up to US mid-term elections in November.

This uncertainty continues to support the copper price at current levels.

Dinsmore said:

We are very likely in the late stages of this rally, but US economic growth, AI spending, and US stockpiling will likely remain supportive in the coming months.

However, Dinsmore said the copper price had "overshot its fair fundamental level" and a decision on tariffs should provide a "catalyst for a correction".

That's the short-term picture.

In the long term, Goldman favours copper over other industrial metals like aluminium, lithium, and iron ore.

In its 2026 Commodities Outlook, the broker said:

Despite the recent rally in copper prices and our expected consolidation in 2026, it remains our 'favorite' industrial metal, especially in the long-run, as electrification — which drives nearly half of copper demand — implies structurally strong demand growth and as copper mine supply faces unique constraints.

The post Copper price forecast for 2026: Goldman Sachs appeared first on The Motley Fool Australia.

With the rise of thematic funds, investors can now easily target sectors and niche areas of the market. 

While investors need to be conscious of overexposure, capturing tailwinds in these sectors can lead to big gains. 

Already in 2026 there have been funds that have shot ahead of benchmark indexes. 

For context, the S&P/ASX 200 Index (ASX: XJO) is up 2.29% year to date. 

That's nothing to sneeze at. 

However these three thematic ASX ETFs have flown significantly higher so far this year. 

iShares Msci South Korea ETF (ASX: IKO)

As the name suggests, this ASX ETF provides exposure to large and mid-sized companies in South Korea. 

According to iShares, The fund aims to provide investors with the performance of the MSCI Korea 25/50 Index, before fees and expenses. 

The index is designed to measure the performance of Korean large and mid-capitalisation companies. 

In 2026, this ASX ETF is already up an impressive 21%. 

The South Korean equity market is a major Asian economy with companies across technology, manufacturing, consumer and financial sectors.

Technology and manufacturing in particular are underrepresented here in Australia. 

Furthermore, South Korea plays an important role in global production of semiconductors, electronics and tech – sectors often tied to innovation and long‑term growth.

This fund's two largest holdings are Samsung Electronics and SK Hynix which make up approximately 44% of the fund. 

Global X Copper Miners ETF (ASX: WIRE)

This ASX ETF provides access to a global basket of copper miners which stand to benefit from being a key part of the value chain facilitating growth in major areas of innovation such as technology, infrastructure and clean energy.

More specifically, copper is essential for electric vehicles (EVs), renewable energy, and electronics. As the world shifts toward clean energy and electrification, demand for copper is expected to grow significantly.

The global copper price has been on a steady incline in the last year thanks to this demand.

This ASX ETF has certainly captured these tailwinds, rising more than 19% year to date and 110.40% over the last 12 months. 

Global X Green Metal Miners ETF (ASX: GMTL) 

Another thematic ASX ETF steaming ahead this year is the Global X Green Metals Miners fund. 

It has captured the critical minerals rally, rising more than 100% in the last 12 months and already 11.23% in 2026. 

It provides exposure to global companies which produce critical metals for clean energy infrastructure and technologies, including lithium, copper, nickel and cobalt.

The post These ASX ETFs are already up between 11% and 21% in 2026! appeared first on The Motley Fool Australia.

It's obviously not an ASX index fund. The Vanguard Australian Shares Index ETF (ASX: VAS), has fared decently, of course. But its respectable 10.67% return over the 12 months to 31 December doesn't quite cut the mustard in this instance.

No, the ASX ETF that has delivered that breathtaking 119% return is none other than the Global X Copper Miners ETF (ASX: WIRE).

Yes, this time last year, WIRE units were asking just $12.46 each. As of Friday's close, those same units will set an investor back $26.29, up more than 111% in 12 months. Add in the dividend distributions that this ETF has paid out over this period, and we get to a 12-month performance figure of 118.77%.

As its name suggests, the Global X Copper Miners ETF is a fund that holds a basket of global stocks all involved in the extraction and processing of copper ore.

This is a truly global ETF. At present, 36.8% of WIRE's portfolio is domiciled in Canada. The United States and Australia make up another 10.45% and 10.3% respectively, while Hong Kong, Japan, Poland and Sweden also contribute meaningfully.

Some of this ASX ETF's top holdings include KGHM, Lundin Mining Corp, Boliden AB, and Sumimoto Metal Mining Co. Our own BHP Group Ltd (ASX: BHP) is also a holding.

Is it too late to buy this ASX ETF?

Copper is one of the most important industrial metals in the global economy, forming the backbone of almost every electronic product you can think of. Demand has been increasing in recent years, thanks to the heavy copper needs of future-facing technologies such as electric vehicles, solar panels and data centres.

Whilst it might be tempting to look at the copper price trajectory and conclude that this ASX ETF is a long-term winner, investors would take note that commodity prices are notoriously volatile, and the share prices of their miners even more so. This ETF has been around since 2022, and hasn't really experienced a sharp share market correction or crash. As such, its 37.55% average return per annum since inception should be taken with a grain of salt.

Saying all of that, we can't deny that this ETF has been an unbridled winner. It may be suitable for investors who are convinced that copper's best days are ahead of us. But I would still class this ASX ETF as a high-risk, high-reward play.

The Global X Copper Miners ETF charges a management fee of 0.65% per annum.

The post Meet the ASX ETF up 119% in a year appeared first on The Motley Fool Australia.

Copper is benefiting from rising demand for real assets amid geopolitical and trade uncertainties and a rapidly falling US dollar.

Today, the Australian dollar is trading at 71 US cents, a three-year high.

Trading Economics analysts explained why copper rose so strongly today:

In recent developments, US President Donald Trump threatened Iran with military strikes far more severe than the attack he ordered in June unless the country agrees to a trade deal with Washington.

Trump's tariff threats against other nations, coupled with his apparent indifference to the dollar's weakness, further fueled the flight to metals.

Copper is also being supported by recurring supply tightness and robust industrial demand, particularly driven by the global transition to renewable energy and artificial intelligence.

Meanwhile, copper inventories in Shanghai, London, and New York have risen in recent weeks, pushing combined holdings above 900,000 tons.

Copper is in high demand as the green energy transition begins showing its impact in strongly rising commodity prices.

The red metal is essential for electrification.

It is a key input in much of the new infrastructure required for the energy transition and artificial intelligence systems.

It offers high ductility, malleability, and thermal and electrical conductivity, and is resistant to corrosion.

Copper is in wiring, electric vehicles (EVs), wind turbines, solar energy systems, telecommunications, and electronic products.

The US added the red metal to its Critical Minerals List in November.

What happened with ASX copper shares today?

BHP Group Ltd (ASX: BHP), now the world's largest copper producer, rose 2.1% to a two-year high of $51.66 per share.

The Rio Tinto Ltd (ASX: RIO) share price ascended 1.6% to a record $157.24.

The ASX 200's largest pure-play copper share Sandfire Resources Ltd (ASX: SFR) reached a record $21.30, up 5.2%.

Capstone Copper Corp CDI (ASX: CSC) shares soared 5.1% to a record $17.64 per share.

Aeris Resources Ltd (ASX: AIS) shares lifted 2.9% to a 52-week high of 70 cents.

The Develop Global Ltd (ASX: DVP) share price rose 2.2% to $5.65.

ASX exchange-traded fund (ETF) Global X Copper Miners ETF (ASX: WIRE) lifted 7.8% to a record $28.95.

However, not all ASX copper shares were buoyed by the commodity's surge today.

The Greatland Resources Ltd (ASX: GGP) share price fell 0.86% to $13.77.

WA1 Resources Ltd (ASX: WA1) shares fell 2.5% to $17.89.

Amid volatile geopolitics, investors are seeking safety in base metals like copper and precious metals like gold and silver.

The weaker US dollar is supporting these commodities.

Trading Economics analysts explain:

A softer dollar makes commodities priced in greenbacks, including copper, gold, and silver, more affordable for buyers using other currencies.

The gold price also surged to above US$5,600 per ounce today.

The analysts said:

Momentum picked up after President Trump dismissed the dollar's slide to four-year lows, signaling tolerance for currency weakness despite ongoing tariff threats and renewed criticism of the Federal Reserve's independence.

Meantime, the silver price ripped to above US$117 per ounce on the same tailwinds.

Gold is up 29% and silver is up 66% in the year to date.

The post ASX copper shares surge as commodity hits record high appeared first on The Motley Fool Australia.

Many investors see ETFs as a way to reduce risk/overexposure. 

However many investors also assume this limits upside. 

It's true that an ASX ETF isn't going to double in a day of trading like a speculative penny stock. 

But thematic funds can still post market beating gains. 

As a benchmark, the S&P/ASX 200 Index (ASX: XJO) is up 2.45% year to date. 

The S&P 500 Index (SP: .INX) is up 1.72%. 

Here are three ASX ETFs that are off to a red hot start to the year – bringing investors big returns compared to these benchmark indexes. 

BetaShares Global Gold Miners ETF – Currency Hedged (ASX: MNRS)

Gold shares and gold mining companies were one of the headline stories of 2025 as investors looked towards the safe-haven asset. 

This investment trend has continued into 2026. 

The Betashares Global Gold Miners ETF has already risen 22.92% since the start of the year. 

According to Betashares, the fund aims to track the performance of an index (before fees and expenses) that comprises the largest global gold mining companies (ex-Australia), hedged into Australian dollars.

The fund is up 191% over the last 12 months. 

At the time of writing, it is made up of 49 holdings, with its largest geographical exposure being to: 

• Canada (44.0%)
• United States (14.3%)
• South Africa (13.4%)

Global X Copper Miners ETF (ASX: WIRE)

This ASX ETF soared more than 7% higher yesterday. 

After yesterday's surge, the fund is now up approximately 19% year to date and 112% over the last 12 months. 

According to Global X, it provides access to a global basket of copper miners which stand to benefit from being a key part of the value chain facilitating growth in major areas of innovation such as technology, infrastructure and clean energy.

It is currently made up of 39 Australian and international holdings all operating in the metals and mining sector.

Global X Semiconductor ETF (ASX: SEMI)

Another fund off to a hot start in 2026 is the Global X Semiconductor ETF. 

It has risen by more than 11% year to date and 54% over the last 12 months. 

According to Global X, it seeks to invest in companies that stand to potentially benefit from the broader adoption of tech-enabled devices that require semiconductors. 

This includes the development and manufacturing of semiconductors.

These companies are primarily located in United States (62.25%), Taiwan (11.85%) and Netherlands (11.75%).

The post 3 ASX ETFs off to a hot start in 2026 appeared first on The Motley Fool Australia.

WIRE ETF is soaring due to rising demand for copper as the green energy transition starts showing itself in rising commodity prices.

But WIRE's performance since inception in November 2022 is also impressive at an average 34.23% per annum.

Last year was particularly strong amid the copper price soaring 42%.

The red metal traded above US$6 per pound for the first time earlier this month.

Copper is essential for electrification and is a key ingredient in much of the new infrastructure being built for the energy transition.

It offers high ductility, malleability, and thermal and electrical conductivity, and is resistant to corrosion.

Copper is used in wiring, electric vehicles (EVs), wind turbines, solar energy systems, telecommunications, and electronic products.

The red metal was added to the US Critical Minerals List in November 2025.

The weaker US dollar is also supporting the copper price as investors seek safety in base metals like copper and precious metals like gold.

Trading Economics analysts explain:

A softer dollar makes commodities priced in greenbacks, including copper, gold, and silver, more affordable for buyers using other currencies.

Investment demand has also picked up, with Chinese merchants offering 1-kilogram investment-grade copper bars despite challenges in the secondary resale market.

Additionally, physical buyers are front-loading copper deliveries ahead of the Lunar New Year holiday in China and potential US tariffs on refined metal, further tightening global supply.

Elsewhere, robust consumption driven by the global shift toward renewable energy and artificial intelligence applications continues to support copper demand.

Nitty-gritty on WIRE ETF

WIRE seeks to mirror the performance of the Solactive Global Copper Miners Total Return Index before fees.

WIRE holds 39 stocks and offers good geographical diversification.

This mix is 37% Canada, 11% US, 10% Australia, 10% Hong Kong, 7% Japan, 6% Poland, 5% Sweden, and the list goes on.

The ASX copper shares among WIRE's investments include the market's biggest copper pure-play, Sandfire Resources Ltd (ASX: SFR), at 3.2%.

BHP Group Ltd (ASX: BHP), now the world's largest copper producer, makes up 4% of WIRE's investments.

Capstone Copper Corp CDI (ASX: CSC) shares provide another 3%, and Develop Global Ltd (ASX: DVP) makes up 0.36%.

WA1 Resources Ltd (ASX: WA1) shares are in there, too, at 0.2%.

Last month, James Gerrish from Shaw and Partners said WIRE was his team's preferred copper exposure among ASX ETFs.

Gerrish said:

The ASX-listed Global X Miners ETF (WIRE) remains one of our preferred vehicles for broad exposure to global copper producers.

From a regional perspective, it only has 11% exposure to Australia, with Canada providing the main holdings.

It has a decent $400mn market cap, while its fees are okay at 0.65%.

The post This ASX ETF has returned 34% annually since inception appeared first on The Motley Fool Australia.

Last year, we ploughed a net $53 billion of new funds into ETFs, which was 75% higher than 2024, according to Betashares data.

Here are three ASX ETFs that delivered excellent returns last year.

Global X Copper Miners ETF (ASX: WIRE)

Over 2025, WIRE ETF returned 93% and finished the year at $22.20 apiece.

This ASX ETF is having an incredible run on the back of rising global demand for the red metal.

WIRE seeks to mirror the performance of the Solactive Global Copper Miners Total Return Index before fees.

The copper price soared 42% last year and hit a new record above US$6 per pound earlier this month.

Copper is essential for electrification and is playing a huge role in the green energy transition.

WIRE holds 39 stocks and offers good geographical diversification.

Investments are 37% Canada, 11% US, 10% Australia, 10% Hong Kong, 7% Japan, 6% Poland, 5% Sweden, and the list goes on.

The ASX copper shares among WIRE's investments include the ASX 200's largest pure-play, Sandfire Resources Ltd (ASX: SFR), at 3.2%.

BHP Group Ltd (ASX: BHP), the world's largest copper producer, makes up 4% of WIRE's investments.

Capstone Copper Corp CDI (ASX: CSC) shares provide another 3%, and Develop Global Ltd (ASX: DVP) makes up 0.36%.

WA1 Resources Ltd (ASX: WA1) shares are in there, too, at 0.2%.

Vaneck Global Defence ETF (ASX: DFND)

Over 2025, DFND ETF returned 57% and closed out the year at $36.74 apiece.

DFND ETF holds 36 shares and tracks the MarketVector Global Defence Industry (AUD) Index before fees.

The top holding is Thales SA (FRA: CSF), a French company that produces advanced defence electronics and cybersecurity systems.

There's also RTX Corp (NYSE: RTX), a major US aerospace and missile systems manufacturer, and Leonardo SpA (FRA: FMNB), an Italian aerospace and defence company that builds helicopters.

DFND ETF also holds Hanwha Aerospace Co Ltd (KRX: 012450), a South Korean company that makes military aircraft engines, artillery systems, and satellites, and Saab AB (FRA: SDV1), a Swedish aerospace and defence company.

Plato Global Alpha Fund Complex ETF (ASX: PGA1)

Last year, PGA1 ETF returned 31% and finished the year at $36.74 apiece.

PGA1 aims to outperform the MSCI World Net Returns Unhedged Index by 4% per annum, after fees, over the medium to long term.

The ETF holds more than 250 shares.

Andrew Wielandt from DP Wealth Advisory holds this ASX ETF in his self-managed super fund (SMSF).

Wielandt has nearly 30 years of experience in the financial services industry.

Last November, he explained the appeal of this ASX ETF on The Bull:

The Plato Global Alpha Fund, established initially as a managed fund in September 2021, operates as a long/short exchange traded fund.

The fund is overweight in financials and defence and is underweight in materials and energy.

Contributors to its performance in the past 12 months include Nvidia Corp (NASDAQ: NVDA), Microsoft Corp (NASDAQ: MSFT), and Broadcom Inc (NASDAQ: AVGO).

The price of the ETF has been steadily rising since mid-April and I like the outlook.

PGA1 ETF began trading on the ASX in November 2024.

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These include Global X Defence Tech ETF (ASX: DTEC) and Global X Semiconductor ETF (ASX: SEMI).

ASX DTEC, which returned 64% to investors last year, is benefiting from a major increase in worldwide defence spending.

This includes a commitment made last year by the 32 NATO nations to raise their spending from 2% to 5% of GDP over the next decade.

SEMI ETF, which returned 56% in 2025, is leveraging the artificial intelligence (AI) investment theme, as the world's next generation of innovative technology will require semiconductors to power it.

How much will Global X ETF investors receive?

We have summarised the dividend amounts and dividend reinvestment prices (DRPs), rounded to two decimal places.

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This ASX ETF is having a tremendous run on the back of rising global demand for copper.

The copper price soared 42% in 2025 and hit a new record above US$6 per pound last week.

Copper is essential for electrification and is a key ingredient in much of the new infrastructure being built for the green energy transition.

It offers high ductility, malleability, and thermal and electrical conductivity, and is resistant to corrosion.

Copper is used in wiring, electric vehicles (EVs), wind turbines, solar energy systems, telecommunications, and electronic products.

The red metal was added to the US Critical Minerals List in November 2025.

Surging demand for copper has provided tremendous support to ASX copper shares, as well as two of our diversified major miners.

The market's largest pure-play copper share, Sandfire Resources Ltd (ASX: SFR), reached a record $19.61 per share yesterday.

Develop Global Ltd (ASX: DVP) shares also hit a record high of $5.46 this week.

Capstone Copper Corp CDI (ASX: CSC) shares reached a record of $15.89 last week.

The Aeris Resources Ltd (ASX: AIS) share price rose to a two-year high of 68 cents last week, too.

Shares in BHP Group Ltd (ASX: BHP), the world's largest producer, hit a 52-week high of $49.75 yesterday.

Rio Tinto Ltd (ASX: RIO), which began life 150 years ago as a copper miner in Spain, hit a record $154.75 per share last week.

All these price milestones bode well for WIRE ETF, which invests in most of these ASX copper stocks.

BHP shares make up 4% of investments and Sandfire Resources comprises about 3.2%.

Capstone Copper provides another 3%, and Develop Global makes up 0.36%.

What is $10,000 invested a year ago now worth?

On 16 January 2025, WIRE ETF closed at $12.91 apiece.

If you had put $10,000 into this ASX ETF then, it would have bought you 774 units (for $9,992.34).

There's been capital growth of $12.02 per unit since then, which equates to $9,303.48.

Therefore, your $10,000 investment in WIRE ETF a year ago would be worth $19,295.82 today.

Woah.

Total returns…

WIRE ETF also pays dividends (called 'distributions' with ETFs).

Global X paid 14.29 cents per unit in July 2025 and will pay 6.21 cents per unit today.

So, you will have received $158.67 in income over the past year.

Your capital gain of $9,303.48 plus your distributions of $158.67 gives you a total annual return, in dollar terms, of $9,462.15.

Remember, you invested $9,992.34 in WIRE this time last year.

This means you have received a total return, in percentage terms, of 95% over 12 months.

Ripper!

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These include Global X Copper Miners ETF (ASX: WIRE), which exposes investors to copper shares all over the world.

ASX WIRE has tailwinds due to a 37% lift in the copper price over the past year, as global demand increases due to the energy transition.

It also includes Global X Defence Tech ETF (ASX: DTEC), which has had a stellar run since inception in October 2024.

ASX DTEC is leveraging a massive increase in worldwide defence spending amid growing geopolitical tensions.

Global X reveals next lot of dividends for ASX ETFs

We have summarised the dividend amounts and dividend reinvestment prices (DRPs), rounded to two decimal places.

Global X will pay investors this Friday, 16 January.

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For example, the gold price has jumped by 63% since early January to more than US$4,250 per ounce.

Overall, the precious metal has notched up fresh all-time highs on dozens of occasions throughout the year.  

Not surprisingly, the gold price has also comfortably outpaced the broader market.

During the same period, the All Ordinaries Index (ASX: XAO) has risen by 4.87%.

But gold isn't the only metal breaking new ground in 2025.

Both silver and copper hit record prices in recent days, with silver even eclipsing gold's performance.

To elaborate, the silver price has skyrocketed by approximately 120% since the start of the year, currently trading above US$63 per ounce.

The copper price also reached a historic milestone on Thursday, surpassing US$11,800 per tonne for the first time on the London Metal Exchange.

The red metal has now risen by 35% just this year.

These stellar price runs have helped propel two ASX-listed exchange-traded funds (ETFs) to their own all-time highs.

Modern-day metals

Silver has long been regarded as a safe-haven asset, commonly used in jewellery, coins, or as bullion stored in vaults.

However, the metal's role is rapidly expanding.

Demand from solar panel manufacturers has more than doubled since 2016, and its use in electronics has also grown significantly.

These evolving applications are reshaping the metal's supply and demand dynamics and helping to drive the silver price higher.

Meanwhile, copper has long been seen as a barometer of economic health.

It has even been nicknamed 'Dr Copper' in some financial circles, due to the metal's perceived ability to predict the health and turning points of the global economy. 

Traditionally, copper boasts mass industrial applications.

But the metal is also becoming increasingly important to the world's energy transition, with heavy use in electric vehicles and charging infrastructure.

It is also a key ingredient in AI data centres thanks to its conductivity and efficiency in power distribution and cooling.

These applications point towards strong long-term demand and help support an upward trajectory for the copper price.

Record-breaking ASX ETFs

Investors looking to capture the momentum in these booming metals have an array of options.

Amongst others, specialised ASX ETFs provide one practical avenue.

Firstly, the Global X Physical Silver Structured ETF (ASX: ETPMAG) has been available for Aussie investors since 2009.

This ASX ETF is designed to generate returns that mirror the silver price in Australian dollars, minus management fees. 

It hit an all-time high this week, ending Thursday at $86.20 per share.

Overall, shares in this ASX ETF have now risen by about 96% since the start of the year.

Meanwhile, the Global X Copper Miners AUD ETF (ASX: WIRE) also reached a new peak in intraday trading on Thursday.

This ASX ETF has been providing access to a basket of the world's leading copper miners since its founding in late 2022.

The fund's holdings include positions in some leading ASX 200 mining stocks, including BHP Group Ltd (ASX: BHP) and Sandfire Resources Ltd (ASX: SFR).

Shares in this ASX ETF have now surged by 62% since the beginning of January, closing yesterday at $20.30 each.

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Yesterday, the three largest ASX 200 mining shares and the biggest pure-play copper stock reached new 52-week highs.

Top ASX 200 mining shares rise to new highs

The BHP Group Ltd (ASX: BHP) share price rose 3.8% to a 52-week peak of $44.60 yesterday, and is $44.63 at the time of writing.

The Fortescue Ltd (ASX: FMG) share price lifted 1.15% to a 52-week high of $22.03, and is $21.78 on Friday.

The Rio Tinto Ltd (ASX: RIO) share price increased 3.9% to a 52-week high of $140.58, and is currently $137.82.

Pure-play ASX 200 copper share, Sandfire Resources Ltd (ASX: SFR), rose 5.3% to a record $17.20, and is $16.68 today.

James Gerrish from Shaw and Partners said ASX mining shares have had a strong run and boosted many mining-focused ASX ETFs.

Gerrish and his Market Matters team think there's not too much more room to run, commenting:

The outperformance by the materials sector is starting to look and feel mature but there are no signs that it's time to dramatically restructure portfolios.

Yesterday's boost for the big ASX 200 iron ore shares followed a 2.9% lift in the iron ore price this week to US$107 per tonne, taking the YTD gains to 4.1%.

The Market Matters team can see iron ore grinding about 5% higher over the coming weeks and months.

Gerrish commented:

Most focus in commodities over the last few months has been on gold, silver, and copper, but iron ore has also broken out to new 2025 highs, albeit in a less dramatic fashion.

We are not fading this advance by the bulk commodity and related miners but we do believe the "easy money" is in the rear view mirror.

Turning to copper, Market Matters is bullish on the red metal over the medium and long term.

BHP and Rio Tinto have significantly increased their copper operations amid higher demand due to the green energy transition.

BHP is now the world's largest copper producer, and copper formed 45% of its total underlying EBITDA in FY25, up from 29% in FY24.

The copper price has risen 3.8% this week and 32.5% YTD to US$5.27 per pound on Friday.

Expert reveals 2 preferred ASX ETFs

Yesterday, Global X Copper Miners ETF (ASX: WIRE) rose to a record high of $20.62 per unit.

This is the Market Matters team's preferred copper play among ASX ETFs.

BHP and Sandfire Resources shares comprise about 8% of holdings, with Capstone Copper Corp CDI (ASX: CSC) providing another 3.3%.

Gerrish said:

The ASX-listed Global X Miners ETF (WIRE) remains one of our preferred vehicles for broad exposure to global copper producers.

From a regional perspective, it only has 11% exposure to Australia, with Canada providing the main holdings.

It has a decent $400mn market cap, while its fees are okay at 0.65%.

Market Matters is now targeting $22 to $24 for the WIRE ETF over the coming weeks and months.

We remain firm believers in the Cu story over the coming years but are conscious that the WIRE ETF has now reached our initial target area, but if Cu continues to accelerate higher the skies the proverbial limit i.e. surprises are still likely to be on the upside although the "easy" money does feel behind us.

Turning to gold, Market Matters expects the gold price to reach US$4,500 per ounce before it takes a breather.

This morning, gold is trading at US$4,207 per ounce, down 0.03%.

Market Matters is bullish towards gold in the short term. The team's forecast will strengthen if a US rate cut eventuates next week.

Next week's Fed decision will be important to a bullish thesis around gold in the coming months but with a cut feeling inevitable we see no reason to doubt our view at this stage.

The team likes the VanEck Gold Miners AUD ETF (ASX: GDX), which hit a record $105.92 per unit yesterday.

They expect this ASX ETF to test the $135 to $140 range over the coming months.

Gerrish said:

The ASX gold stocks are a refreshing and rare example of where local investors have enjoyed outperformance compared to their overseas peers with the GDX ETF tracking the gold price and remaining below its October high.

It has a large $1.4bn market cap, backed up by $US23.9bn in its US parent, around 11% of the ETF is in Australian names while its fees are a reasonable 0.53%.

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Overnight, the iron ore price rose 0.39% to US$107.77 per tonne.

That's a 3% rise in a week, which may not sound like much, but over the year to date, it makes up the bulk of the 4% overall gain.

The BHP Group Ltd (ASX: BHP) share price rose 3.8% to a 52-week peak of $44.60 before closing at $44.50 on Thursday.

The Fortescue Ltd (ASX: FMG) share price lifted 1.15% to a 52-week high of $22.03 and closed at $21.63.

The Rio Tinto Ltd (ASX: RIO) share price increased 3.9% to a 52-week high and closing value of $140.58.

The largest pure-play ASX 200 copper share, Sandfire Resources Ltd (ASX: SFR), also ripped on Thursday.

The Sandfire Resources share price rose 5.3% to an all-time record of $17.20 today before closing at $16.83.

At the time of writing, the copper price is trading at a four-month high of US$5.33 per pound, up 0.53%.

BHP and Rio Tinto have materially increased their exposure to copper amid higher demand due to the clean energy transition.

In fact, BHP is now the world's largest copper producer.

The red metal formed 45% of BHP's total underlying earnings before interest, taxes, depreciation, and amortisation (EBITDA) in FY25, up from 29% in FY24.

The copper price has risen 5% this week and 34% in the year to date.

Analysts at Trading Economics commented on this week's copper price rise:

The advance tracked a record peak on the London Metal Exchange last Friday due to supply constraints, including lower output in Chile, planned cuts by Chinese smelters, and a weaker dollar.

The dollar softened as markets positioned for a possible Federal Reserve rate cut next week.

Since the end of August, copper has risen around 13% on the LME amid ongoing shortages.

At the same time, traders increased shipments to the US to capitalize on elevated Comex prices amid ongoing uncertainty over potential future tariffs from President Donald Trump.

ASX mining ETFs also hit new price milestones

Several ASX mining exchange-traded funds (ETFs) also reached new 52-week highs today.

SPDR S&P/ASX 200 Resources ETF (ASX: OZR)

The OZR ETF lifted to a 52-week high of $14.89 on Thursday.

BHP, Fortescue, and Rio Tinto shares comprise 48% of holdings.

Betashares Australian Resources Sector ETF (ASX: QRE)

The QRE ETF rose to a 52-week high of $8.62 apiece today.

BHP, Fortescue, and Rio Tinto shares make up 47% of this ETF's investments.

Global X Copper Miners ETF (ASX: WIRE)

The WIRE ETF rose to a record high of $20.62 today.

BHP and Sandfire Resources comprise almost 8% of holdings in this global copper ETF.

Capstone Copper Corp CDI (ASX: CSC) shares represent another 3.3%.

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In 2025, gold has been hotly covered as the commodity price has surged, and along with it, gold shares. 

However, less covered have been silver and copper prices, which have also flown higher this year. 

Here are two ASX ETFs to consider for exposure to these commodities. 

ETFS Physical Silver (ASX: ETPMAG)

Global X Physical Silver Structured offers exposure to physical silver. 

It aims to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Silver Price in Australian Dollars. 

The global price of silver has skyrocketed in the last year, rising almost 60% in that span. 

This has been reflected by this ASX ETF, which has risen more than 63% over the last 6 months. 

At the time of writing, silver is fetching US$50.66 an ounce. 

It was fetching just under US$30 an ounce at the start of 2025. 

Last month, Reuters reported that analysts at Bank of America Corp (NYSE: BAC) lifted their gold and silver price targets significantly. This included a silver forecast of US$65 an ounce. 

If this were to come to fruition, it would be a further 28% rise from current levels. 

Global X Copper Miners ETF (ASX: WIRE)

According to Global X, this ASX ETF provides access to a global basket of copper miners that stand to benefit from being a key part of the value chain, facilitating growth in major areas of innovation such as technology, infrastructure, and clean energy.

The copper price has risen more than 26% in 2025.  

This ASX ETF has risen even more, up 53% year to date. 

Copper is likely to continue to benefit from structural tailwinds supported by global innovations in clean energy, electric vehicles, and other forms of next-generation advancements.

At the time of writing, this ASX ETF is made up of 39 holdings. 

Geographically, its largest exposure is to companies based in: 

• Canada (37%)
• Australia (11.53%)
• China (10.56%)
• United States (10.52%)
• Japan (6.39%) 

By individual holding, its largest exposure is: 

• Lundin Mining Co (5.56%) 
• Southern Copper Corp (5.02%)
• Glencore PLC (4.85%). 

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These include financials, healthcare, information technology, and the mining-heavy materials sector.

And in the past six months, the materials sector has been the standout performer on the ASX with a 28% jump.

For context, the broader market has also rallied handsomely with the All Ordinaries Index (ASX: XAO) rising by about 16% during the same period.

So, it appears that mining stocks have played a significant role in pushing the All Ords higher.

But there's more.

Diving into five ASX exchange traded funds (ETFs) presents a picture of just how powerful and wide-ranging the mining rally has been.

In essence, mining stocks have been skyrocketing and each of these mining-related ETFs has been breaking records.

VanEck Australian Resources ETF (ASX: MVR)

This ETF provides exposure to a diverse portfolio of ASX mining stocks operating across a wide array of commodities.

For example, its three largest holdings are diversified mining giant BHP Group Ltd (ASX: BHP), leading gold producer Northern Star Resources Ltd (ASX: NST), and iron ore powerhouse Fortescue Ltd (ASX: FMG).

So, the fund offers a broad insight into leading mining stocks listed in Australia.

And last week, shares in this ASX ETF reached their highest level since the fund's inception in 2013.

They have now risen by about 34% in the past six months to $41.41 per share at Friday's close.

VanEck Gold Miners AUD ETF (ASX: GDX)

Precious metals have been surging throughout 2025.

For instance, the gold price has lifted by about 62% since the start of the year to more than US$4,200 per ounce, setting several records along the way.

And this VanEck gold miners ETF has been riding the wave.

Founded in 2015, it offers exposure to the world's largest gold miners – mostly outside of Australia.

However, it holds positions in some ASX stalwarts such as Evolution Mining Ltd (ASX: EVN).

Last week, shares in this ETF rocketed to all-time highs.

They are now up by 58% in the past six months, ending Friday at $131.44 per share.

Betashares Energy Transition Metals ETF (ASX: XMET)

In recent years, one of the most important narratives in mining has been the global energy transition.

Here, the world's push to reduce carbon emissions has seen the mining industry tasked with producing the critical metals needed for a cleaner world.

Metals such as lithium, rare earths, silver, and copper have come to the fore due to their role in new-age technologies like electric vehicles, solar panels, and wind turbines.

And this ETF provides exposure to a portfolio of global companies producing energy transition metals.

Last week, shares in this ASX ETF reached their highest level since the fund's inception in 2022.

They are now up by 86% in just six months, closing out Friday at $13.17 apiece.

Global X Copper Miners AUD ETF (ASX: WIRE)

Copper's widespread industrial applications make it a cornerstone of the global economy.

In addition, the metal's significance has been growing further due to its use in electric vehicles and associated infrastructure.

And this ASX ETF has been providing access to a basket of the world's leading copper miners since its founding in late 2022.

Shares in this fund also reached a record high during last week's trading.

They have now soared by 65% in the past six months to end of last week at $19.14 per share.

Betashares Global Uranium ETF (ASX: URNM)

Shares in this ASX ETF also broke records last week.

The fund provides exposure to the world's leading uranium mining, processing, and holding companies.

In essence, uranium is playing a critical role in the world's energy transition.

It is the fuel that powers nuclear power plants.

And nuclear energy is one of the cleanest sources of electricity due to its minimal carbon footprint.

Shares in this ASX ETF ended last week at $11.73 apiece, up by 96% in only six months.

As a sidenote, it warrants mentioning that uranium stocks on the ASX are technically classified in the energy sector, as opposed to materials.

The bottom line

There's little doubt that mining stocks have staged an impressive rally in recent months.

From gold and copper to rare earths, silver, uranium, and lithium; miners across the commodity spectrum have been surging higher.

But, it remains to be seen if this momentum can be sustained throughout the rest of the year and into 2026.

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Often referred to as "Dr Copper" for its reputation as a barometer of global growth, the red metal is now benefiting from powerful, structural demand trends that stretch far beyond traditional construction and manufacturing.

A critical resource for electrification and AI

Copper's role in electrification is well known. It's the foundation of electric vehicles, renewable energy grids, and the wiring that connects our cities and homes.

But a new and rapidly accelerating source of demand has emerged — artificial intelligence.

AI systems, especially large language models, are extraordinarily data- and power-intensive. The servers that run them require vast new data centres, each demanding kilometres of copper wiring, advanced cooling systems, and resilient power infrastructure.

The world's major tech firms are racing to expand data capacity, sparking a surge in construction and energy investment. According to Goldman Sachs, AI-related data centre growth could add over 1 million tonnes of copper demand per year by 2030, on top of the already tight global market.

Tight supply and limited new discoveries

On the supply side, the copper industry faces significant constraints. New mine discoveries are scarce, development timelines are long, and recent disruptions in Chile and Panama have only added to the squeeze.

That imbalance between accelerating demand and limited supply is why analysts believe copper could remain in a long-term bull market — even as precious metals dominate headlines.

Three big ASX copper plays

BHP Group Ltd (ASX: BHP)

As one of the world's largest diversified miners, BHP remains a cornerstone for copper exposure. Its Escondida mine in Chile is the world's largest copper operation, while its Olympic Dam and Spence projects add long-life, low-cost production. BHP's scale and balance sheet give it leverage to rising copper prices while cushioning against short-term volatility.

Sandfire Resources Ltd (ASX: SFR)

For investors seeking more direct copper exposure, Sandfire offers a purer play. The miner operates the MATSA copper complex in Spain and the Motheo mine in Botswana, giving it a global production footprint. Sandfire is well-positioned to benefit from higher copper prices as it continues to ramp up output and improve cash flow generation.

Evolution Mining Ltd (ASX: EVN)

While primarily a gold producer, Evolution offers meaningful copper upside through its Ernest Henry and Northparkes operations in Queensland and New South Wales. The company expects copper production of 70,000–80,000 tonnes by FY26, providing a natural hedge against gold price swings and a valuable link to the global electrification theme.

Copper diversification

For investors preferring broader exposure, the Global X Copper Miners ETF (ASX: WIRE) offers access to a global basket of copper producers. The ETF has gained more than 40% over the past 12 months, reflecting renewed investor confidence in copper's long-term prospects.

Copper's story is quietly evolving from a cyclical industrial metal to a structural growth commodity. As nations electrify, decarbonise, and digitalise, copper remains at the centre of it all, quietly conducting the next great economic transformation.

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