The Perfect Storm: Three Converging Forces Driving a Historic Metals Bull Market

The Perfect Storm: Three Converging Forces Driving a Historic Metals Bull Market

Libardo Lambrano
Published on: 28/01/2026

This article argues that a "perfect storm" of three structural global forces is driving a historic, multi-decade bull market in metals. Firstly, systemic monetary debasement by central banks is eroding fiat currency value, prompting a flight to tangible assets. Secondly, a global surge in military rearmament to record levels is creating inelastic demand for defense-critical materials. Finally, the explosive infrastructure build-out required for the AI revolution is voraciously consuming metals, particularly copper.

Finance and Economics