Copper

Editor’s Note: The headline has been updated for clarity. Goldman Sachs forecasts a surge in U.S. copper imports soon, driven by expectations of tariffs from President Donald Trump's administration. Per Reuters' report, the investment bank expects a 25% duty on copper imports by year's end,...

The United States is considering a potential partnership with the Democratic Republic of Congo (DRC) to secure access to critical minerals, following discussions initiated by a senior Congolese official. According to the Financial Times, the DRC proposed a minerals-for-security deal, offering...

Panama is inching closer to a resolution regarding its largest mining asset. President José Raúl Mulino noted his administration is considering "novel ideas" to resolve the dispute with First Quantum Minerals (OTCPK: FQVLF) regarding the Cobre Panama copper mine, pending the resolution of social...

Anglo American (OTCQX:AAUKF) has signed a $5 billion agreement with Chilean state-owned miner Codelco to develop their neighboring Los Bronces and Andina operations jointly. The deal will further strengthen the company's footing in the leading copper-producing region. The production at those sites...

On Tuesday, BHP (NYSE:BHP) reported half-year earnings (concluding on December 31, 2024) of $5.08 billion, down 23% from the year earlier. The result is unsurprising, as the iron ore market has been going through a challenging period. Still, CEO Mike Henry acknowledged the firm's strength in this...

China's metal markets are waking up post-Lunar New Year, and JPMorgan analyst Dominic O'Kane is tracking some eye-catching trends. Copper and iron ore prices are at four-month highs, steel output is the strongest since 2021, and base metal inventories are running at record-low seasonal levels. The...

The Pebble Mine project in Alaska has entered 2025 with a "renewed sense of optimism. "After being blocked by the Biden administration due to environmental concerns, a change of administration has reignited hopes for its advancement. In a letter to shareholders, Ron Thiessen, CEO of Northern...

The energy transition is reshaping the global mining industry, with demand for critical minerals expected to surge over the coming decades. A shift toward renewable energy and electrification drives demand for commodities like copper, nickel, and rare earth elements. According to BDO's Annual...

Copper investors looking for a lifeline may have to wait. JPMorgan analysts warn that a perfect storm of trade tariffs, geopolitical risks and AI disruption fears is weighing on copper-exposed stocks. The firm is staying Underweight on Antofagasta PLC (OTCPK:ANFGF) and Boliden AB (OTCPK:BDNNY),...

Newmont Corporation (NYSE:NEM) has finalized a $425 million deal to sell its Porcupine mine in Ontario to Discovery Silver (OTC:DSVSF), thus concluding its divestment from non-core assets. This sale, consisting of $200 million in cash, $75 million in Discovery shares, and $150 million in deferred...

Barrick Gold (NYSE:GOLD) is reshaping its portfolio in 2025, looking to prioritize high-value, large-scale projects. Although this strategy reminds of its main competitor, Newmont, which prioritizes Tier 1 assets, Barrick still aims to profit from copper tailwinds, finding growth outside its core...

Lundin Mining (OTCPK: LUNMF) reported record copper and zinc production in 2024, capping a year with strategic expansions and portfolio optimization, particularly regarding copper. Copper production reached 369,067 tons, while zinc production hit 191,704 tons, achieving record highs. Gold output...

BMI Research revised its 2025 copper price forecast to $10,000 per ton, reflecting uncertainties tied to U.S. trade policies and global economic headwinds. What Happened: BMI expects President-elect Donald Trump's return to the White House to decelerate the green-energy transition and drive a...

Chile has rejected the proposed $2.5 billion Dominga iron and copper mining project. Andes Iron, a domestic exploration and mining company, aimed to establish two open-pit mines and a seaport near the Humboldt Penguin National Reserve. However, the regulators rejected the project again, citing...

Chile's state-owned Codelco reported a modest increase in copper production for 2024, with output rising by 3,000 to 4,000 metric tons from the previous year. Although small, the production growth has raised hopes that the mining giant will stage a turnaround and help alleviate anticipated copper...