Strategic Metals: 3 Top Stocks Riding Strong Structural Demand
The article notes that strategic metals including copper, zinc, and aluminum have outperformed equities over the past year, supported by structural demand from AI infrastructure, the energy transition, and defense buildup. It suggests these tailwinds could support long-term volume and pricing across the metals value chain.
Why it matters — As a zinc-focused producer, Nexa Resources could be relevant to investors following structural demand trends in base metals.