Author: Rich Duprey, Money Morning

For risk-tolerant portfolios it’s a surefire bet.

Blending recession-resistant demand with improving fundamentals, it looks primed to extend its edge.

It’s iron grip remains secure for the foreseeable future, underpinned by decades of intellectual property and a booming AI market that forecasts 15% growth in 2025.

With fears of a global supply crunch causing a frenzy, it’s irreplaceable role in the energy transition is turbocharging prices.

From a sector brimming with innovation and demographic tailwinds, its an undervalued breakout contender.