By 2026, industrial metals such as copper, aluminum, tin, and nickel are set to drive a new super cycle, fueled by their critical role in the AI revolution. As the foundation of AI infrastructure, these metals are no longer seen as traditional cyclical stocks but as essential components in the transition to a new energy medium. Copper, vital for computing power, faces supply challenges due to declining ore grades, while aluminum benefits from its role in lightweighting and energy storage, particularly in electric vehicles. Tin, crucial for semiconductor packaging, is experiencing a surge in demand due to increased complexity in hardware architecture, while nickel regains prominence with the rise of high-nickel batteries. The scarcity of these resources, coupled with geopolitical tensions and energy transitions, is driving a revaluation of their market value. Investment strategies are shifting from short-term price speculation to securing these scarce resources, with companies like Freeport-McMoRan and Alcoa positioned to capitalize on these trends.