‘It Doesn’t Make Sense,’ Expert Warns West Is Bleeding Control Over Copper
Copper hits record highs in New York as tariff fears trigger shipment scrambles. Read how supply shocks and US demand are driving the surge.
Stocks · News reference
The AI Trade Wants More Copper: These 4 Miners Could Be the Big Winners
Copper is becoming the new center of gravity for mining as AI, grid upgrades and electrification drive demand. BofA picks four miners.
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
USAR Falls Below 50-Day SMA: Is It Time to Hold or Exit the Stock?
USA Rare Earth (USAR) has fallen below its 50-day and 200-day moving averages, declining 18.8% over six months due to continued operating losses, negative gross margins, and significant cash burn from capacity expansion. While the Serra Verde acquisition and up to $1.6B in government-backed funding provide growth opportunities, the company faces near-term profitability pressure and execution risks as it ramps commercial production.
Shares of copper-related companies are trading lower after reports suggesting that the Trump administration will abandon its copper tariff plan due to concerns over higher prices and metals inflation. A lack of tariffs may lead to lower producers for miners and refiners of the red metal.
Albemarle’s Next CEO Inherits A $250 Million Swing Per Dollar
Albemarle names ex-BHP exec Rag Udd as CEO starting Feb 2027 to navigate shifting lithium demand and market dynamics.
Shares of copper-related companies are trading higher amid multiple catalysts providing tailwinds for the metal. A weaker dollar, declining London Metal Exchange inventories, and demand confidence stemming from AI-related data center and infrastructure needs are converging to support the red metal's price.
RBC Capital Maintains Sector Perform on Freeport-McMoRan, Raises Price Target to $85
RBC Capital analyst Sam Crittenden maintains Freeport-McMoRan (NYSE:FCX) with a Sector Perform and raises the price target from $73 to $85.