Mining ETF Assets More Than Double to $87.4 Billion in Q1
Mining ETF assets more than doubled to $87.4 billion by March as investors moved capital from tech into metals. Demand is driven by AI and defense infrastructure.
Xurve View
Insights:
Xurve View
Global investors increased mining ETF assets to $87.4B by March 31, more than doubling the $37B recorded a year earlier. First-quarter inflows hit $8.24B, reversing $2.52B in outflows seen after United States tariff announcements in early 2025. The rotation from high-valuation tech stocks signals the early stages of a global commodity supercycle.
