Southern Copper Corporation

Despite a recent pause in the metals rally, long-term fundamentals remain bullish for gold, silver, and copper driven by central bank demand, AI infrastructure needs, and energy transition requirements. The article recommends three multi-metal stocks: Freeport-McMoRan for copper exposure at attractive valuations, Southern Copper for high-quality ...

The Middle East conflict has created divergent impacts on industrial metals. Aluminum faces severe supply constraints due to damaged production facilities and blocked alumina shipments through the Strait of Hormuz, pushing prices to four-year highs near $3,500/ton. Copper, however, risks demand destruction if oil prices spike above $150/barrel, p...

President Trump has sent Iran a 15-point peace plan addressing nuclear programs and maritime routes, with prediction markets showing a 48% probability of a U.S.-Iran ceasefire by April 30. Ten Russell 1000 stocks down 17-33% since the war began are positioned for potential recovery if peace talks succeed. War-battered sectors including airlines, ...

BHP Group reported first-half earnings beating expectations with underlying profit surging 22% to $6.2 billion. For the first time in its 170-year history, copper generated more profit than iron ore, driven by a 32% jump in realized copper prices. This structural shift reflects massive demand from AI infrastructure, electric vehicles, and renewab...

Southern Copper shares rose 12.8% this week as copper prices hit all-time highs above $6.50 per pound, driven by supply constraints and strong demand from data centers. With copper inventories at only 14 days of consumption and major producers like Southern Copper and Freeport-McMoRan expecting lower production volumes in 2026, the market outlook...