Sprott Junior Copper Miners ETF

Solaris Resources released FY2026 Q1 earnings on May 13 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -0.0296 (forecast USD -0.055)

ERO Copper Releases Production and Financial Guidance for Copper Projects

Taseko Mines released FY2026 Q1 earnings on May 6 After-Market (EST), actual revenue USD 170.2 M (forecast USD 174.44 M), actual EPS USD 0.0332 (forecast USD 0.0293)

Desjardins and National Bank Maintain or Upgrade Ero Copper's Rating

ERO Copper released FY2026 Q1 earnings on May 4 After-Market (EST), actual revenue USD 263.17 M (forecast USD 245.34 M), actual EPS USD 1.04 (forecast USD 0.56)

Ero Copper Reports Quarterly Earnings Per Share Exceeding Expectations

Ero Copper Reports Q1 2026 Financial Results

Taseko Mines to Release FY2026 Q1 Earnings on May 6 After-Market EST, Forecast Revenue USD 174.44 M, EPS USD 0.0292

ERO Copper to Release FY2026 Q1 Earnings on May 4 After-Market (EST), Forecast Revenue USD 245.83 M, EPS USD 0.56

Solaris Resources released FY2025 Q4 earnings on March 26 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -0.0559 (forecast USD -0.075)

Solaris Resources released FY2025 Annual Earnings on March 26 (EST), actual revenue USD 0 (forecast USD 0), actual EPS USD -0.2599 (forecast USD -0.3033)

Metso's SX-EW Technology Begins Operation in Taseko's Florence Copper Project

Ero Copper publishes investor presentation on Brazilian operations

JPMorgan Increases Stake in Solaris Resources Inc.

ERO Copper released FY2025 Q4 earnings on March 5 After-Market EST, actual revenue USD 320.15 M (forecast USD 312.42 M), actual EPS USD 0.7292 (forecast USD 1.14)

ERO Copper released FY2025 earnings on March 5 After-Market EST, actual revenue USD 785.84 M (forecast USD 784.25 M), actual EPS USD 2.53 (forecast USD 2.8934)

Ero Copper Reports 171.7% Increase in Operating Cash Flow in 2025, Outlines 2026 Copper Output as 67,500-77,500 Tons

ERO Copper to release FY2025 Q4 earnings on March 5 After-Market EST, forecast revenue USD 308.28 M, EPS USD 1.14

Taseko Mines Reports Q4 Earnings and Florence Copper Project Commences Production

Ero Copper Corp Releases Preliminary Economic Assessment for Brazilian Furnas Copper-Gold Project

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

SCCO

600362

PICK

COPX

CPER

ICOP

COPJ

COPP

Chile, the top copper supplier, has cut its production forecasts for this year and next, worsening global copper supply issues and pushing prices near record highs. This adjustment highlights the challenges in the copper industry due to rising demand and supply constraints.

CoinLive

ERO Copper

BHP Group Plc

Southern Copper

Rio Tinto Limited

JCCL

Teck Resources B

Rio Tinto

BCI Minerals Ltd

Hudbay Minerals

Rio Tinto plc

Antofagasta plc

 BHP Group Ltd

Freeport Mcmoran

Invesco DB Commodity Index Tracking Fund

Invesco DB TR Base Metals ETF

Harbor Commodity All Weather Strategy ETF

SPDR S&P Mtls & Mng

Invesco Optimum Yield Div Comm Strategy K-1

ISHRS MSCI Glb Slct Met & Mining

Global X Copper Miners

United States Copper Index

iShares Copper and Metals Mining ETF

Abrdn BBG All Commodity Strategy K-1 Free ETF

ISHRS S&P Gsci Cmdty

Sprott Copper Miners ETF

Copper Supply Concerns Rise as Chile Cuts Production Forecasts

China has implemented stricter steel regulations, mandating the closure of 1.5 tons of old capacity for every new ton built to address oversupply. Meanwhile, copper prices have soared past $6.00/lb due to reduced mine output and increased demand from power grid and data center projects. These developments may affect costs and supply chains in construction, manufacturing, and technology sectors, impacting trade and investment strategies.

China tightens steel rules as copper hits record high

Comex Copper for May delivery rose 0.33% to $6.2720, marking the fifth highest close in history. It ended a two-session losing streak and has increased in nine of the last 13 sessions. The price is 5.48% below its 52-week high of $6.6355 and 44.83% above its low of $4.3305. Year-to-date, it has gained 11.40%. Today's settlement is the fifth highest this year.

MorningStar

Factset Research

Comex Copper Settles 0.33% Higher at $6.2720 — Data Talk

India's copper import bill has surpassed ₹1 trillion, reflecting a 350% increase since FY17, driven by rising demand from electric vehicles and renewable energy. Prime Minister Modi highlighted the country's shift to net importer status due to domestic plant shutdowns and structural weaknesses in the copper ecosystem. Despite significant reserves, production stagnation and policy gaps hinder growth, with domestic demand outpacing supply. High financing costs and global refining challenges further complicate the situation, as foreign refiners benefit from favorable trade agreements.

Business Standard

India's copper import bill crosses ₹1 trillion as structural gaps widen

NIKL

Economist Steve Hanke highlights a surge in China's sulfuric acid export prices, now nearly 12 times their May 2024 levels, amid disruptions from the U.S.-Israeli war on Iran. This has sparked discussions of a new commodity supercycle, as sulfuric acid's importance in fertilizer and metal production tightens global supply chains. Analysts warn that China's export restrictions could impact copper and nickel production in reliant countries, raising costs for miners and fertilizer producers.

benzinga_article

Sprott Nickel Miners ETF

Top Economist Says A Little-Watched Chemical Could Be Signaling The Start Of A New 'Commodity Supercycle'

SETM

Trilogy Metals announced that its Arctic Project in Alaska has gained FAST-41 permitting status, allowing for improved federal coordination and transparency in the permitting process. This designation aligns with U.S. policies to enhance domestic critical minerals and could accelerate the project's development amid rising copper demand. The project is part of a joint venture with South32 and is seen as a key asset for U.S. resource security. Analysts currently rate TMQ stock as a Buy with a price target of C$8.00.

Tip Ranks

Trilogy Mets

Sprott Energy Transition Materials ETF

South32 Ltd.

South32 Limited

Trilogy Metals’ Arctic Project Gains FAST-41 Permitting Status

Copper prices eased on Friday, down 0.99% at $13,800 per metric ton, despite a potential weekly gain. High prices are curbing demand in China, leading to a decline in new orders. SHFE copper stocks have started to rise, indicating increased supply. Other base metals also saw declines, influenced by rising oil prices and a stronger U.S. dollar.

Fidelity

METALS-Copper eases as high prices pinch demand; on track for weekly gain

Trilogy Metals Inc. announced that at its Annual Meeting of Shareholders on May 13, 2026, all seven director nominees were reelected with over 85% support. Shareholder turnout was 62.84%. The reappointment of PricewaterhouseCoopers LLP as auditor received 99.71% approval, and 94.53% supported the executive compensation program. Analysts rate TMQ stock as a Buy with a C$8.00 target, though concerns about pre-revenue fundamentals and financing risks persist. Trilogy focuses on copper projects in Alaska, holding a 50% interest in Ambler Metals LLC.

Trilogy Metals Shareholders Reelect Board and Back Governance

RING

Trilogy Metals Announces Election of Directors and Voting Results from the 2026 Annual Meeting of Shareholders | TMQ Stock News

StockTitan

iShares MSCI Global Gold Miners

VanEck Gold Miners ETF

ETFMG Trust Prime Jr Silver Miners ETF

VanEck Junior Gold Miners ETF

Global X Silver Miner

Trilogy Metals Announces Election of Directors and Voting Results from the 2026 Annual Meeting of Shareholders | TMQ Stock News

A Bloomberg index of commodities excluding energy has reached record highs, driven by the AI race. The index surpassed its 2011 peak, with significant contributions from industrial and precious metals, particularly copper and silver. Copper prices have soared due to rising demand from AI data centers and electrification trends, while silver has seen a surge in industrial usage. Supply constraints, including export restrictions and production issues, further amplify the demand for these metals, indicating a structural shift in the commodities market.

Silvercrest Metals

Pro Ultr Silver

iShares MSCI Global Silver Miners

Abrdn Precious Metals Basket ETF Trust

Invesco Db Precious Metals ETF

Sprott PHYs Silver

iShares Silver Tr

Abrdn Silver ETF Trust

Sprott Silver Mnrs & Physical Silver ETF

LPL Financial

Sandisk

Micron Tech

Bank of America

Citigroup

OpenAI

Microsoft

Alphabet

Meta Platforms

Amazon

Sandisk - WI

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Alphabet - C

Something Historic Is Quietly Lifting Commodities To Records — And It's Not Hormuz

Sprott Junior Copper Miners ETF(COPJ.US)

Copper Supply Concerns Rise as Chile Cuts Production Forecasts

China tightens steel rules as copper hits record high

Comex Copper Settles 0.33% Higher at $6.2720 — Data Talk

India's copper import bill crosses ₹1 trillion as structural gaps widen

Top Economist Says A Little-Watched Chemical Could Be Signaling The Start Of A New 'Commodity Supercycle'