Latin America’s top copper-shipping hub — co-owned by BlackRock — has secured approval for a $700 million expansion as it seeks to retain a key Chinese customer https://t.co/jokc2VqOLY ...

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].

Bill, I'm going to start with you and I think this is a question that a lot of people are going to start talking about pretty soon. This rise in commodity prices, what does that mean for inflation. As I just mentioned, Fed officials, they were worried about inflation during those Fed minutes as we continue to see commodities rally.Does that get transferred into higher prices for goods. The Fed's worried about inflation really stems from the service sector. Commodities contribute a lot to some of the goods p ...

VANCOUVER, BRITISH COLUMBIA, Oct. 10, 2025 (GLOBE NEWSWIRE) -- METALSOURCE MINING INC. (the “Company” or "Metalsource") (CSE: “MSM”) is pleased to announce the appointment of Tom Kleeberg as Chief Operating Officer of the Company, effective immediately. Mr. Kleeberg is a geologist with 40+ years of developing precious metals in the Carolinas and producing turn-key exploration programs for both major and junior companies. He has served as an industry consultant for banks and large corporate landholders, and ...

PresentationRomeo Maione Awesome. So here's how today is going to work just for the folks in the room. First, there's going to be a very brief introductory presentation. Most of those in the room who aren't really familiar with the stock. But then I'm going to ask some of the great questions that came in advance over e-mail. But after that, I'm going to open it up to the live audience here today. So I do really want this to feel like an interactive conversation. I want to make sure people in the room feel h ...

（文章来源：每日经济新闻） 东莞证券指出，工业金属方面，FreeportMcMoRan印尼子公司Grasberg矿山近期发生泥石流事故，致使 该矿全面停产。Grasberg铜矿是全球第二大铜矿，2024年铜产量约81.6万吨。受事故影响，Freeport预计 最早要到2027年才能恢复事故前的生产水平，2026年铜金产量较此前预期下降约35%。因Grasberg矿山 停产引发铜供应链担忧，LME伦铜涨幅达3.27%，创2024年6月以来最高水平。当下，美联储降息打开 宏观宽松空间，国内工业金属需求旺季来临，此次Grasberg铜矿停产或将拉开铜价上涨的序幕。 矿业ETF（561330）跟踪的是有色矿业指数（931892），该指数从市场中选取涉及铜、铝、铅锌、稀有 金属等矿产资源开发业务的相关企业证券作为指数样本，以反映有色金属矿采选行业的整体表现。根据 wind数据，截止2025年10月9日，矿业ETF（561330）跟踪指数较中证有色指数有超10%的超额幅度， 具备龙头更集中，【黄金+铜+稀土】占比更高的特点。 ...

China’s newest restrictions on rare-earth materials would mark a nearly unprecedented export control that stands to disrupt the global economy https://t.co/WiYsWy8xji ...

Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - The energy sector, particularly oil and gas supermajors, mid-cap, and small-cap exploration and production companies, is highlighted as a primary focus area for research [1] - The analysis of Free Cash Flow and Return on Capital is deemed essential for gaining deeper insights into investment opportunities [1] Industry Focus - The energy sector is a key area of interest, including oilfield services firms, which are critical for understanding market dynamics [1] - Other industries covered include mining, chemicals, and luxury goods, indicating a broad analytical approach [1] Investment Philosophy - The article advocates for a meticulous approach to investment, suggesting that investors should not only rely on profit and sales analysis but also consider cash flow metrics [1] - There is an acknowledgment that some growth stocks may warrant their premium valuations, highlighting the need for thorough analysis to validate market perceptions [1]

Shares of companies outside of China that produce rare earths and minerals surged Thursday as the country moved to tighten exports. https://t.co/RxaIGYeDxv ...

Core Viewpoint - Teck Resources Limited will release its third quarter 2025 earnings results on October 22, 2025, before market opening [1] Group 1: Earnings Release Details - The earnings results will be available before market open on October 22, 2025 [1] - A webcast to review the results is scheduled for 8:00 a.m. PT / 11:00 a.m. ET on the same day [1] - An archive of the webcast will be accessible on Teck's website within 24 hours after the event [2] Group 2: Company Overview - Teck is a leading Canadian resource company focused on providing essential metals for economic development and energy transition [3] - The company has a portfolio of world-class copper and zinc operations across North and South America [3] - Teck is committed to responsible growth and building resilience based on stakeholder trust [3]