Elaia Weekly View

🌿 Elaia Weekly View – Week 42 / 2025

Metals & Mining

Each week, Elaia Capital SA shares its insights on global markets through a concise and data-driven research note. Our Weekly View highlights key market trends, macroeconomic developments, and strategic positioning ideas — all aligned with Elaia’s long-term vision and disciplined investment philosophy.

Discover our perspective, curated with precision and clarity.

The convergence of AI, electrification, and the zero-carbon transition is reshaping global demand for industrial metals.
This week, Elaia explores why metals & mining may enter a new structural supercycle — driven by technology, policy, and scarcity.

Link to full PDF available here