Sprott Copper Miners ETF

Teck Resources Partners with Titan Mining to Assess Germanium Recovery

Scotiabank and others raise Southern Copper price targets while maintaining underperform ratings

Titan Mining and Teck Resources Collaborate to Assess Germanium Recovery Feasibility

Arizona Sonora Copper shareholders approve Hudbay Minerals acquisition resolution

Freeport-McMoRan Confirms Full Production Resumption of Grasberg Mine by Late 2027

Indonesia lowers nickel ore royalty fee; polysilicon production decreases; palm oil production increases; food commodity prices rise; coke prices increase; iron ore inventories decline; coal prices rise

Freeport-McMoRan Reports Q1 2026 Financial Data

CFRA Maintains Buy Rating for First Quantum Minerals with Lowered Price Target

JPMorgan Analyst Reiterates Hold Rating for Teck Resources

Southern Copper Reports Record Q1 Net Income, Outlines Future Growth Plans

US Bancorp DE Increases Stake in Southern Copper

Morgan Stanley Downgrades Freeport-McMoRan Stock Rating

HudBay Minerals Reports Exceeding Quarterly EPS and Declares Dividend

CFRA Maintains Hold Rating and Lowers Price Target for Southern Copper

Hudbay Minerals released FY2026 Q1 earnings on May 1 Pre-Market (EST), actual revenue USD 757.3 M (forecast USD 687.16 M), actual EPS USD 0.4796 (forecast USD 0.3123)

Jennison Associates LLC increased its stake in Southern Copper

Teck Resources Ltd EPS estimate for 2026 revised up to $3.37

Freeport-McMoRan's Stock Price Falls as Exane BNP Paribas Downgrades Target Price

Southern Copper released FY2026 Q1 earnings on April 28 (EST), actual revenue USD 4.251 B (forecast USD 4.223 B), actual EPS USD 1.9 (forecast USD 1.8709)

First Quantum Minerals Ltd. released FY2026 Q1 earnings on April 28 After-Market EST, actual revenue USD 1.404 B (forecast USD 1.319 B), actual EPS USD -0.24

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

TECK

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

Sprott Junior Copper Miners ETF

Abrdn BBG All Commodity Strategy K-1 Free ETF

ISHRS S&P Gsci Cmdty

Copper Supply Concerns Rise as Chile Cuts Production Forecasts

The Global X Copper Miners ETF (COPX) has seen a significant inflow of approximately $356.9 million, marking a 5.0% increase in outstanding units week-over-week. Key components such as Teck Resources (TECK), Hudbay Minerals (HBM), and Southern Copper (SCCO) have experienced declines of 2.3%, 3.9%, and 3.2%, respectively. COPX's current share price is $78.63, with a 52-week range of $39.71 to $99.99.

nasdaq

Nasdaq

COPX, TECK, HBM, SCCO: Large Inflows Detected at ETF

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

Producers of metals, grains, and raw materials declined sharply due to fears of a prolonged closure of the Strait of Hormuz. Rising oil and fertilizer prices may negatively impact global economic growth and demand for cyclical commodities like copper. Additionally, Sherritt International is reportedly seeking to exit its operations in Cuba amid potential threats from the Trump administration's regime change efforts.

VanEck Gold Miners ETF

VanEck Junior Gold Miners ETF

Guotai CSI Non-ferrous Metal ETF

Materials Down on Hormuz Fears — Materials Roundup

Copper prices on the London Metal Exchange have dropped to a one-week low due to inflation and anticipated interest rate hikes, which have bolstered the U.S. dollar. Morgan Stanley warns of a critical shortage in scrap copper supply, raising concerns about future price support.

Morgan Stanley

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

Copper Prices Drop to One-Week Low Amid Inflation and Rate Hike Expectations

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

Sprott Copper Miners ETF(COPP.US)

Copper Supply Concerns Rise as Chile Cuts Production Forecasts

COPX, TECK, HBM, SCCO: Large Inflows Detected at ETF

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