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 ...

智通财经APP获悉，周三，美股铜业概念股普涨，南方铜业(SCCO.US)涨逾5%，麦克莫兰铜金 (FCX.US)涨逾4%，力拓(RIO.US)涨逾2%。分析人士称，2025年9月的印尼Grasberg矿难是本轮铜市场供 需格局逆转的关键拐点，标志着市场已由过剩转向短缺。展望2026年，铜市场将面临"低供应、低库 存、高缺口"的严峻格局。供需缺口预计将扩大至62-83万吨，达到近十年内的最严峻水平。此外，高盛 将其2026年的铜价预测从10,000美元上调至10,500美元/吨，并维持2027年10,750美元/吨的预测。 ...

Freeport-McMoRan Inc. (FCX), headquartered in Phoenix, Arizona, is a leading international metals company with a focus on being the foremost producer of copper. With a market cap of $58.4 billion, the company mines mineral properties exploring copper, gold, molybdenum, silver, and other metals. The leading international metals company is expected to announce its fiscal third-quarter earnings for 2025 in the near term. Ahead of the event, analysts expect FCX to report a profit of $0.43 per share on a dilut ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Freeport-McMoRan (FCX) .Freeport-McMoRan currently has an average ...

Futures on the But the sector is facing tighter supply due to disruptions at major mines, including Indonesia’s Grasberg, the world second-biggest. Freeport-McMoRan Inc. declared force majeure at the operation last month after mud flooded underground tunnels, and has slashed production guidance.Later this week focus will shift to US data, including jobless claims and a gauge of inflation expectations, though their release may be disrupted by the ongoing government shutdown.On Friday, Federal Reserve Bank o ...

Worker at furnace during melting copper. (Stock Image) Copper prices fell on Monday, giving back part of last week’s strong gains even as supply concerns persist following deadly disruptions at Indonesia’s Grasberg mine.Benchmark three-month copper on the London Metal Exchange (LME) slipped 0.7% to $10,639.50 per tonne by mid-afternoon trading, erasing earlier advances. The decline followed copper’s biggest weekly gain in a year. On the CME, three-month futures traded at $11,115 per tonne ($5.0525 per pound ...

Freeport-McMoRan (NYSE:FCX) said Monday that the remaining five workers who were missing following the September 8 mudslide at the Grasberg Block Cave mine in Indonesia were found dead. During the incident, a sudden rush of ~800,000 metric tons of wet material entered ...

Market Analysis by covering: Gold Spot US Dollar, Copper Futures, US Coffee C Futures, Brent Oil Futures. Read 's Market Analysis on Investing.com ...

智通财经APP获悉，在上周取得一年来最大单周涨幅后，铜价周一延续涨势，LME期铜一度涨0.8%， 逼近去年五月创下的历史高点。截止发稿，LME期铜报10730美元/吨。 投资者正密切关注可能影响美联储降息前景的经济数据——包括本周晚些时候将公布的初请失业金人数 和通胀预期指标，尽管持续进行的美国政府停摆可能影响这些数据的发布。 与此同时，供应也是影响铜价的一个重要因素。今年以来，全球最大的几个铜矿并不太平。5月下旬， 位于刚果(金)的全球第四大铜矿卡莫阿-卡库拉铜矿发生矿震事件，并导致其2025年产量指引由从52万 ~58万吨，下修至37万~42万吨。 7月底，全球最大地下铜矿智利埃尔特尼恩特矿，因为地震造成矿井坍塌，运营这座矿山的智利国营铜 业公司表示，今年的产量将缩减30万吨，较此前预期低约11%。 9月8日，全球第二大铜矿印尼Grasberg矿山发生大规模湿性矿料涌出事故并堵塞了通道，导致7名工人 被困地下，其中有2名工人身亡，自由港立即暂停该矿区作业。 9月24日，美国矿业巨头自由港-莫克莫兰(以下简称"自由港") 公司发布公告表示，其位于印尼的 Grasberg矿山因泥石流事故停产，启动不可抗力条款 ...

Core Viewpoint - The copper market is experiencing strong demand driven by global shifts, while Freeport-McMoRan's stock has faced volatility, presenting a potential investment opportunity [2][11]. Industry Overview - The long-term demand for copper is robust, fueled by the energy transition to renewables, the AI revolution, and ongoing urbanization [3][4]. - The supply of copper is constrained, with a thin pipeline for new large-scale mines, leading to a supply-demand squeeze that has prompted upgrades in long-term price forecasts by institutions like Bank of America [5][6]. Company Positioning - Freeport-McMoRan is a leading copper producer with a market capitalization exceeding $56 billion, supplying approximately 70% of domestically refined copper in the U.S. [7][8]. - The company reported strong Q2 2025 results with revenues of $7.58 billion and EPS of 54 cents, generating $2.2 billion in operating cash flow [9]. - Freeport-McMoRan has a low debt-to-equity ratio of 0.30 and has achieved a strategic milestone with the start-up of a new copper smelter in Indonesia [10]. Recent Developments - A temporary production halt at the Grasberg mine due to a mud rush incident has caused stock volatility, but analysts view this as a short-term issue [11][15]. - Following the stock sell-off, several analysts upgraded their ratings, indicating confidence in Freeport-McMoRan's recovery [12][14]. Investment Outlook - The consensus rating for Freeport-McMoRan is Moderate Buy, with an average price target of around $46.50, suggesting potential upside from current levels [18]. - The company maintains a consistent annual dividend of 30 cents per share, reflecting management's confidence in long-term cash flow generation [17].