Here's how traditional commodities have moved over the past twelve months—quite the divergence across the board.

Silver led the rally with a solid 194% surge, making it the top performer. Platinum followed with 158% gains, while lithium rode the industrial demand wave to 111%. Gold, often seen as the safe harbor, delivered 72%, and copper closed out the pack at 38%.

What's striking is how these tangible assets have been reshaping portfolios. Silver's outperformance raises questions about inflation hedging and retail investment flows. Platinum and lithium tell different stories—one about jewelry and industrial use, the other about the energy transition race. Even gold, traditionally the go-to inflation protection, got outpaced by the more speculative plays.

For anyone tracking macro trends and cross-asset correlations, these moves matter. They signal where capital is rotating and what markets are betting on for the next cycle.