Hedley and Grady dive into the key themes shaping the commodities market heading into 2026, from gold’s price rally to the outlook for copper, iron ore and beyond. 

Hedley & Grady discuss:

• (0:52 ): Drivers of the current gold price run & how far it can go
• (4:15 ): gold miners to watch in 2026
• (8:46 ): the importance of mining companies having multiple assets
• (10:22 ) outlook for copper with supply-demand equilibrium mismatch anticipated
• (14:06 ) copper names to watch in 2026
• (15:40 ) iron ore outlook and blue-chip mining giant diversification
• (17:12 ) metrics to monitor when considering mining investments in 2026
• (21:25 ) Hedley’s commodity ‘clock’ and what time it is in the cycle right now
• (24:00 ) commodities Hedley & Grady are bullish on for 2026
• (28:00 ) where investors have been buying recently in the commodities space
• (32:00 ) Hedley & Grady predict the gold price / ounce a year from now.

Note: This interview was filmed on 21 October 2025.