Goldman Sachs has shifted to a bullish stance on commodities, forecasting a 15% increase in raw material prices due to lower borrowing costs, a recovering manufacturing sector, and geopolitical tensions. The bank highlights copper, aluminum, gold, and oil products as commodities with potential gains, with specific year-end price forecasts provided for copper, aluminum, and gold. This outlook is supported by other analysts and factors such as central bank rate cuts, China's economic recovery efforts, and supply constraints in the copper market. Investors are advised to be selective, as not all commodities may see uniform gains. The article also mentions Sprott's newly launched Copper Miners ETF (NASDAQ:COPP) as an investment option.