Freeport-McMoRan(FCX)

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Freeport Announces Third-Quarter 2025 Reporting Schedule and Conference Call Plans
Businesswire· 2025-10-10 11:30
Core Viewpoint - Freeport (FCX) is conducting an investigation into the mud rush incident at the Grasberg Block Cave and plans to provide updates on its operational and financial outlook in a conference call scheduled for November 2025 [1][2]. Group 1: Incident and Investigation - FCX announced a conference call for November 2025 to report on the investigation of the September 8, 2025, mud rush incident at the Grasberg Block Cave [1]. - A preliminary assessment of potential production impacts from the incident was provided on September 24, 2025, with no updates since then [2]. - The timing of FCX's third-quarter 2025 earnings release is adjusted to allow for the progression of the investigation and damage assessments [3]. Group 2: Company Overview - FCX is a leading international metals company focused on copper production, with significant reserves of copper, gold, and molybdenum [4]. - The company operates major assets, including the Grasberg minerals district in Indonesia and large-scale operations in North America and South America [5].
Copper's Risk Trifecta Leaves A Surprising Winner - Barrick Mining (NYSE:B), Global X Copper Miners ETF (ARCA:COPX)
Benzinga· 2025-10-10 10:13
Copper has surged past $11,000 per ton for the first time since May 2024. The red metal is up around 21% year-to-date in a rally driven by more than just long-term demand. It is a combination of regulatory pressure, political instability, and a narrow supply base.The world's biggest producers are stumbling, and environmental disputes freeze some of the best mines and projects. ESG regulations are locking up millions of tons of untapped supply. Unlike gold's de-dollarization breakout, copper gains are rooted ...
Natural Gas Under Pressure as US Inventories Rise
Investing· 2025-10-10 09:30
Market Analysis by covering: Silver Spot US Dollar, Natural Gas Futures, US Corn Futures. Read 's Market Analysis on Investing.com ...
FREEPORT INVESTIGATION REMINDER: Bragar Eagel & Squire, P.C. Continues Investigation into Freeport-McMoran Inc. on Behalf of Freeport Stockholders and Urges Investors to Contact the Firm
Globenewswire· 2025-10-09 19:18
Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Freeport (FCX) To Contact Him Directly To Discuss Their Options If you purchased or acquired stock in Freeport and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Oct. 09, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel & Squire, P.C., a nationally recogni ...
印尼铜矿扰动,铜价走势坚挺
Guo Tai Jun An Qi Huo· 2025-10-09 14:00
印尼铜矿扰动,铜价走势坚挺 季先飞 国泰君安期货首席分析师 / 有 色 及 贵 金 属 组 联席行政负责人 投资咨询从业证书号: Z 0 0 1 2 6 9 1 日期: 2025 年 1 0 月 0 9 日 观点:Grasberg铜矿泥石流事件冲击精铜供应,全球精铜供需矛盾将显现 ◆ 印尼铜矿占全球铜矿资源总储量的3.15%,是全球第八大铜矿资源国。印尼矿业法、修正案和新矿业法的演进,表明印尼矿业发展的制度在不断完 善,促进国内矿业投资和经济的发展。 ◆ 印尼铜矿投资环境不断改善,有利于吸引外资的净流入。同时,印尼铜矿储量和开采规模巨大、大部分是露天开采且铜矿中含有丰富的黄金,所 以铜矿开采现金成本偏低,也有利于吸引外资。自由港麦克莫兰铜金公司资本开支(CAPEX)自2018年开始出现上升。 ◆ Grasberg铜矿发生泥石流事件,Grasberg矿区的采矿作业自9月8日起已暂停。PTFI已开始进行调查,以确定此次事件的起因,预计调查将在2025 年底前完成。初步评估表明,随着维修工作的完成以及分阶段的重启和生产的开始,这些影响可能会导致近期(2025年第四季度和2026年)的重 大生产推迟。有可能在2027 ...
Global Copper Surplus Set To Flip Into Deficit, M&A Not A Solution - Freeport-McMoRan (NYSE:FCX), Global X Copper Miners ETF (ARCA:COPX)
Benzinga· 2025-10-09 10:29
The global copper market is going from surplus to shortage, according to the latest International Copper Study Group (ICSG) report. The 178,000-ton surplus projected for 2025 could flip to a 150,000-ton deficit as supply struggles to keep pace with demand.“Lower than previously anticipated refined copper production will be constrained by the lower availability of copper concentrate,” ICSG noted.The mine output is forecast to rise by 2.3% in 2026 as new capacity comes online in countries such as Mongolia and ...
Global Copper Surplus Set To Flip Into Deficit, M&A Not A Solution
Benzinga· 2025-10-09 10:29
The global copper market is going from surplus to shortage, according to the latest International Copper Study Group (ICSG) report. The 178,000-ton surplus projected for 2025 could flip to a 150,000-ton deficit as supply struggles to keep pace with demand.“Lower than previously anticipated refined copper production will be constrained by the lower availability of copper concentrate,” ICSG noted.The mine output is forecast to rise by 2.3% in 2026 as new capacity comes online in countries such as Mongolia and ...
花旗:铜价将创历史新高 抄底铜业巨头麦克莫兰铜金(FCX.US)“罕见机会”已现
智通财经网· 2025-10-09 01:04
报告还提及,麦克莫兰铜金在美国的业务具有增长潜力——生产效率提升,加之精炼铜进口可能面临的 关税政策,均有望提振公司盈利。 与此同时,花旗对南方铜业(SCCO.US)维持"卖出"评级,理由是其估值过高;对First Quantum与Ivanhoe Mines维持"买入"评级;对泰克资源(TECK.US)则维持"中性"评级。 花旗的基本预测认为,随着Grasberg、Kamoa-Kakula及其他主要项目增产,2026年后铜供应短缺将有所 缓解。即便如此,该行仍看好麦克莫兰铜金的表现,原因在于,随着投资者对该公司复苏计划的信心增 强,且其作为全球最大上市铜矿企业的地位进一步巩固,公司股价有望跑赢市场。 智通财经APP获悉,花旗发表研报,将麦克莫兰铜金(FCX.US)的评级从"中性"上调至"买入"。该行分析 师表示,供应链中断问题及宏观经济利好因素,有望推动铜价在未来18个月内创下历史新高。 花旗目前预测,到2026年上半年,铜价将达到每吨1.2万美元。该行给出的依据包括"前所未有的矿山停 产、依旧强劲的市场需求,以及具有支撑作用的宏观趋势"——例如美国降息政策与美元走弱。此外, 花旗还指出,近期因印尼Grasb ...
Final Trade: FCX, NOVO, DE, ZETA
Youtube· 2025-10-08 22:19
I'm gonna finish where we started. I'm gonna go with FCX. We talked about copper.I'm long it. I'm staying long. And who knows, maybe Lutnik announces something.There you go, Karen. Good. Um, or Lwick.All this talk about DLPs. No, I'm not going toward Lily, which I do own, but also I am going toward Novo NVO. I can hear it.I think if a relief does indeed materialize that deer will be a benefactor. John Deere. Brian, we love you, which is why we have so much fun with you and we've enjoyed your company.Which B ...
'Fast Money' traders talk metals and miner stocks soaring
Youtube· 2025-10-08 21:47
So, Gadami, can will the AI trade continue to push demand for the copper miners. >> Well, it's not just AI and copper, but yes, Steve talked about this a couple weeks ago. Tim has been talking about it for a while.Freeport should actually be a lot higher. I think copper prices are up. What's what's today. Well, October what.>> Eth 12% already this month. I think up 27% for the year. Back above $5 a pound.Yeah, copper's going higher. Now, we can talk about whether it's inflationary or not. It's probably the ...