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On a recent episode of the "All-In" podcast, investor Chamath Palihapitiya said that copper is set to go “parabolic” in 2026.His prediction is rooted in a supply shortage and shift toward what he called the “Trump Doctrine” — a geopolitical strategy of unilateral national security and aggressive economic reshoring.FCX stock is climbing. See the chart and price action here. The Macro Driver: The Trump DoctrineThe Trump administration reclassified copper from an industrial metal to a critical pillar of nation ...

On a recent episode of the "All-In" podcast, investor Chamath Palihapitiya said that copper is set to go “parabolic” in 2026.His prediction is rooted in a supply shortage and shift toward what he called the “Trump Doctrine” — a geopolitical strategy of unilateral national security and aggressive economic reshoring.FCX stock is climbing. See the chart and price action here. The Macro Driver: The Trump DoctrineThe Trump administration reclassified copper from an industrial metal to a critical pillar of nation ...

Freeport-McMoRan ( FCX ) has broken to new 15-year highs, while copper has broken to new all-time highs. This article looks at what is behind the breakout, why it looks genuine, and what could come next.My approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am a freelance writer and contri ...

Precious and industrial metals prices surged in 2025, carrying mining stocks with them. The White House's push for more domestic production of key materials is a tailwind for the sector. Bank of America analysts are bullish on three under-the-radar mining stocks. Metal and mining stocks are in the spotlight amid a blistering rally in precious and industrial metals in the last year, and Bank of America has three stock picks for investors looking to ride the wave. President Donald Trump's return to ...

Core Viewpoint - The proposed merger between Rio Tinto and Glencore aims to create a mining powerhouse with an enterprise value of US$260 billion, positioning them ahead of BHP Group Ltd. [1] Group 1: Merger Implications - If the merger between Rio Tinto and Glencore is completed, it is expected to stimulate further deal-making within the mining industry [1] - The merger will likely pressure BHP to pursue its own mega merger, with expectations of aggressive acquisitions from BHP throughout 2026 [2] - Other major players in the industry, such as Southern Copper Corp., Freeport-McMoRan Inc., and Vale S.A., may also feel compelled to make acquisitions to avoid being left behind [2] Group 2: M&A Environment - The current environment for mergers and acquisitions is bolstered by strong credit metrics among mining companies, which have deleveraged due to record-high commodity prices since 2020 [3] - Mergers can enhance companies' operating asset scale and diversification, while also allowing for risk reduction through portfolio re-evaluation and divestment of non-core assets [3]

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. NEW YORK--(BUSINESS WIRE)--Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Freeport-McMoran Inc. ("Freeport†or the "Company†) (NYSE: FCX) and reminds investors of the January 12, 2026 deadline to seek the role of ...

ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities reported a strong but volatile performance in the fourth quarter, with the S&P 500 Index returning 2.7% while the benchmark Russell Midcap Growth Index declined 3.7%. In this environment, a balanced, highly active share approach resulted in Strategy’s third consecutive quarter of outperformance, capturing early mom ...

Core Viewpoint - Bank of America advises commodity investors to focus on gold, capitalize on uranium's rally, and invest in copper before market adjustments occur [1] Group 1: Macro Forces Impacting Commodities - The firm identifies four macro forces influencing commodity prices: rising U.S. industrial policy, a potentially weaker U.S. dollar, persistent geopolitical tensions, and increasing uncertainty around tariffs [1][2] - Policy decisions, rather than just supply and demand, are expected to drive metals pricing in 2026 [2] Group 2: Precious Metals Insights - Bank of America highlights Agnico Eagle Mines for its consistent execution and growth potential, citing its history of meeting production guidance and focus on low-risk Canadian assets [4] - The firm sets a price target of $227 for Agnico Eagle Mines, indicating a potential upside of approximately 26% from early January levels [5] - The forecast for gold is aggressive, with an average price expected to reach $4,538 per ounce in 2026, representing a 32% year-over-year increase, with a potential upside scenario of $5,000 per ounce [5] Group 3: Uranium and Copper Outlook - Cameco is identified as the top nuclear energy and fuel pick for 2026, with a revised price target increased from $115 to $125 per share [6] - Key themes for uranium include rising electrical energy demand, U.S. trade and industrial policy, Japan's nuclear restarts, new builds, and supply disruptions [7] - Freeport-McMoRan is noted as the preferred choice for copper exposure [8]

Core Viewpoint - The copper market has experienced significant growth recently, driven by expectations of increased infrastructure spending and demand related to energy transition [1] Industry Summary - Producers and miners in the copper sector have reported double-digit gains, indicating a strong market response to anticipated investments [1]