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 ...

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]

NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP reminds Freeport-McMoran Inc. ("Freeport†or the "Company†) (NYSE:FCX) investors of the January 12, 2026 deadline to seek lead plaintiff appointment in the class action filed on behalf of investors who acquired Freeport securities between February 15, 2022 through September 24, 2025 ("the Class Period†). Follow the link below for more information: [LEARN MORE ABOUT THE LEAD PLAINTIFF PROCESS] What Is The Lawsuit About? Kirby McInerney LLP is ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Freeport-McMoRan Inc. securities between February 15, 2022, and September 24, 2025, of the January 12, 2026, deadline to become lead plaintiffs in a securities class action lawsuit [1]. Group 1: Class Action Details - Investors who purchased Freeport-McMoRan securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by January 12, 2026 [3]. - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. Group 2: Case Allegations - The lawsuit alleges that Freeport-McMoRan made false and misleading statements regarding safety at the Grasberg Block Cave mine in Indonesia, which posed a heightened risk to workers [5]. - It is claimed that the lack of proper safety measures constituted undisclosed risks that could lead to regulatory, litigation, and reputational issues for the company [5]. - The lawsuit asserts that the misleading statements about Freeport-McMoRan's business and operations resulted in investor damages when the true information became public [5].

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz reminds investors of the upcoming January 12, 2026 deadline to participate as a lead plaintiff in the securities fraud class action lawsuit filed on behalf of investors who acquired Freeport-McMoran Inc. ("Freeport†or the "Company†) (NYSE: FCX) securities between February 15, 2022 and September 24, 2025, inclusive (the "Class Period†). IF YOU ARE AN INVESTOR WHO LOST MONEY ON FREEPORT-MCMORAN INC. (FCX), CLICK HERE TO PARTICIPATE I. ...

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 Freeport securities between February 15, 2022 and September 24, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Melissa Forunato directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Jan. 09, 2026 (GLOBE NEWSWIRE) -- What’s Happenin ...