Core Insights - The focus is on in-depth research of various companies across different sectors, particularly in commodities and technology, with a strong emphasis on metals and mining stocks [1] Group 1: Company Research - The company has over a decade of experience in researching a wide range of industries, including commodities like oil, natural gas, gold, and copper [1] - The company has transitioned from writing a blog to creating a value investing-focused YouTube channel, indicating a shift in content delivery and audience engagement [1] - The company has researched hundreds of different companies, showcasing a broad analytical scope and expertise [1] Group 2: Industry Focus - The primary focus is on metals and mining stocks, but the company is also comfortable analyzing other sectors such as consumer discretionary/staples, REITs, and utilities [1]

Group 1 - The analyst has over a decade of experience researching various companies across different sectors, including commodities like oil, natural gas, gold, and copper, as well as technology firms such as Google and Nokia [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in covering metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]

Core Insights - The focus is on in-depth research of various companies across different sectors, including commodities and technology, with a particular interest in metals and mining stocks [1] Group 1: Company Research - The company has over a decade of experience in researching a wide range of industries, including oil, natural gas, gold, copper, and technology firms like Google and Nokia [1] - The company has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The company expresses a preference for covering metals and mining stocks but is also knowledgeable in consumer discretionary/staples, REITs, and utilities [1]

Rio Tinto Group (NYSE:RIO) is one of the stocks Jim Cramer shared his thoughts on. Answering a caller’s query about the stock during the lightning round, Cramer said: I have liked Rio… I used to call it, let’s put it this way, I like Rio so much, even from when I was at Goldman Sachs in the 80s, and I just think you should just go in and own it. I just think it’s a great hedge against all the chaos that we see in the world. Stock market data. Photo by Photo by Alesia Kozik Rio Tinto Group (NYSE:RIO) i ...

Core Viewpoint - Capstone Copper Corp. has resumed operations at the Mantoverde mine in Chile after a disruption caused by issues with the desalination plant, while a strike by Union 2 continues, affecting approximately 22% of the workforce [1][3]. Group 1: Operations Update - Operations at the Mantoverde mine have resumed, with production expected to be between 50% to 75% of normal levels during the ongoing strike [1]. - The strike by Union 2 began on January 2, 2026, and represents about 22% of the total workforce at Mantoverde [3]. - Capstone Copper is open to discussions with Union 2 to resolve the labor dispute and is committed to legal procedures and employee rights [1][3]. Group 2: Production Performance - Capstone Copper achieved record annual copper production of 224,764 tonnes in 2025, marking a 22% increase compared to 2024 [3]. - The company met its annual copper production guidance for 2025, demonstrating operational resilience despite the labor disruptions [3]. Group 3: Company Overview - Capstone Copper Corp. is focused on copper mining in the Americas, with a portfolio that includes several mines in the USA and Mexico, as well as the Mantoverde mine in Chile [1]. - The company's strategy emphasizes transformational copper production growth, cost improvements, and responsible production practices [1].

Core Viewpoint - Manara Minerals, a joint venture between the Public Investment Fund (PIF) and Maaden, is exploring potential partnerships with major global commodity trading firms to enhance its trading activities and strengthen Saudi Arabia's position in global metals supply chains [2][3]. Group 1: Partnership Discussions - Manara is in talks with leading traders such as Glencore Plc and Mercuria Energy Group Ltd. to explore a potential partnership [3]. - The discussions include options for establishing a formal joint trading venture, entering into an agency agreement for logistics support, or cooperating on a deal-by-deal basis [3]. - Manara has reached out to over a dozen trading houses, including Javelin Global Commodities, Ocean Partners Holdings, and Trafigura Group, indicating a broad interest in expanding its trading network [4]. Group 2: Strategic Acquisitions - In 2023, Manara acquired a $2.6 billion stake in Vale SA's base metals unit, which includes offtake volumes of copper and nickel [5]. - The establishment of a trading joint venture could enable Manara to extract greater value from these supplies and secure additional raw materials for Saudi Arabia and Maaden [5].

Mueller Industries, Inc. (NYSE:MLI) is one of the stocks Jim Cramer was recently asked about. At the start of the lightning round, a caller inquired about the stock, and Cramer remarked: Do you know that I was a big holder of that when it came out of bankruptcy? I have been a gigantic believer in Mueller. I know it’s been nothing but straight up, but you know what? Slow and steady wins the race. I am still a buyer of Mueller Industries. That’s a lot of pipes, a lot of infrastructure. Used to be a lot of m ...

Core Insights - Copper prices have surged to record highs, with futures up 10% recently, exceeding $13,000 per ton, driven by supply chain disruptions, trade policy, and increasing demand [1] - Global copper demand is projected to rise from 28 million tons in 2025 to 42 million tons by 2040, leading to a potential 10 million-ton shortfall without significant supply expansions [2] - Speculation and preemptive trading may have inflated copper prices, with analysts suggesting that current levels may not reflect market realities [3] Supply Chain and Market Dynamics - The copper market has faced significant supply shocks, including earthquakes and flooding affecting major mines, which have contributed to supply constraints [6][7] - U.S. tariff risks have influenced trading behavior, with traders moving copper into American channels to avoid duties, impacting supply availability in Europe and Asia [5] - The initial announcement of a 50% tariff on copper imports by the U.S. government led to a temporary price increase, although the tariffs were later clarified to apply only to semi-finished products [4][5]

Core Viewpoint - Freeport-McMoRan Inc. is a prominent mining company with significant production in copper, gold, and molybdenum, competing with major players like BHP Group and Rio Tinto [1] Group 1: Analyst Ratings and Price Targets - Morgan Stanley has set a new price target of $70 for FCX, indicating a potential increase of 14.44% from its trading price of $61.17 [2][6] - CICC Research has raised its price target for FCX from $50.40 to $64.40, maintaining an "outperform" rating [3] - Wall Street Zen upgraded FCX from a "hold" to a "buy" rating, while Deutsche Bank reaffirmed its "buy" rating, reflecting positive sentiment among analysts [4][6] Group 2: Stock Performance and Market Presence - The current stock price of FCX is $61.17, showing an increase of 1.26% or $0.76, with a trading volume exceeding 31 million shares, a 38% increase from the average session volume [5][3] - FCX's stock has fluctuated between a low of $61.10 and a high of $63.575 today, with the latter being its highest price in the past year [5] - The company has a market capitalization of approximately $87.84 billion, indicating its substantial presence in the market [5]

A Red Metal ETF That's Green With Opportunities | ETF TrendsETF Trends is now VettaFi. Read More -- When it comes to dominating the 24-hour financial news cycle, gold and silver may get most of the attention. Known as the "red metal,†copper may not be on investors' proverbial radars. It should be, though, given its strong growth trajectory in 2026 and beyond.As an industrial metal, copper is a crucial element with an expansive number of use cases. The metal boasts an unmatched combination of excellent elect ...