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💥JPMorgan warns: Commodities to Experience Major Divergence in 2026, Market Reshaping Underway

2026 will be very different. The era of simultaneous rises in commodities has ended, replaced by fundamental divergence—this is a signal of a reshuffling in the global resource pricing system.

Gold has become a hot favorite. The $5055 per ounce level is not a pipe dream; central banks are continuously buying, with China purchasing for 13 consecutive months, increasing global reserves by over 700 tons. Why? The credibility of the US dollar is being diluted, geopolitical risks are normalized, and gold is the only reserve asset without "counterparty risk." This is not short-term speculation but a 5-10 year capital migration.

What about the industrial sector? Copper has become a darling of new energy. $12,000 per ton may not be the ceiling, as AI, grid upgrades, and energy storage systems are all疯狂吸铜. But there's a devil in the details: new mines take 10 years to bring online, supply is naturally limited, and the bottom keeps rising.

Aluminum may surge in the short term but faces long-term pressure; zinc and crude oil are in a miserable state, trapped in an oversupply quagmire. Brent crude could even fall to $58.

So, in this wave, the market will only reward those who see the trend clearly. Is your judgment accurate?