US Gold and Raw Materials Investment Demand Shifts in 2026

As of 2026-04-12, the global market is experiencing significant fluctuations, with the S&P 500 index hovering around 4,500 and the US dollar index at 95. The price of Brent crude oil has risen to $70 per barrel, largely due to the ongoing Iran-US-Israel military conflict. This article will delve into the shifting demand for gold and raw materials investments in the US, amidst the current market landscape. The Iran-US-Israel conflict has led to increased geopolitical tensions, causing investors to seek safe-haven assets, such as gold. Additionally, the conflict has disrupted global supply chains, affecting the prices of various raw materials.

The cause of this shift in demand can be attributed to the rising tensions in the Middle East, which have led to increased uncertainty and volatility in the market. The numbers indicate a significant increase in gold investments, with the total value of gold held in ETFs rising by 10% in the past quarter. Affected sectors include mining and energy, with suppliers such as KOSDAQ-listed companies, Korea Zinc, and Hanwha Solutions, experiencing increased demand for their products. Historically, similar conflicts have led to increased demand for safe-haven assets, such as gold, and this trend is expected to continue. A normalization checklist for investors would include monitoring the conflict’s progress, keeping an eye on inflation rates, and adjusting their portfolios accordingly. Watch points for investors include the upcoming FOMC meeting and the potential impact of the conflict on global trade.

The valuation of gold and raw materials investments is expected to remain high, driven by the ongoing conflict and increased demand for safe-haven assets. Broker consensus estimates suggest that the price of gold will continue to rise, reaching $1,800 per ounce by the end of 2026. Based on the current PER/PBR ratio, our estimate suggests that gold investments will yield a return of 8% in the next quarter. A comparison of peers, such as Barrick Gold and Newmont Corporation, reveals that these companies have experienced significant revenue growth in the past quarter, driven by the increased demand for gold.

In summary, the US gold and raw materials investment demand has shifted significantly in 2026, driven by the ongoing Iran-US-Israel military conflict. Investors are seeking safe-haven assets, such as gold, and the demand for raw materials has increased, affecting various industries. As the conflict continues, investors must monitor the situation closely and adjust their portfolios accordingly.

This article is for informational purposes only and should not be considered as investment advice. The information provided is based on publicly available data and should not be used as the sole basis for making investment decisions. Investors should consult with a financial advisor before making any investment decisions.