Forgent is focused on commodities supported by long-term structural demand across electrification, digital infrastructure, energy security and investment in precious metals.
Copper
AI-driven data centre expansion is projected to require approximately 512,000 tonnes of copper annually by 2030, equivalent to around 2% of global copper demand, highlighting copper’s critical role in supporting digital infrastructure and artificial intelligence.
Source: International Energy Agency (IEA) Global Critical Minerals Outlook 2026
Gold
Central banks have purchased an average of 1,000 tonnes of gold annually over the past four years, around double the average annual purchases of the preceding decade, underscoring continued strong official-sector demand for gold.
Source: World Gold Council’s Central Bank Gold Reserves Survey 2026