Trump's 50% Copper Tariff Shocks Markets—These Stocks Are Winning Big
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 09 2025
0mins
Should l Buy SCCO?
Source: Benzinga
Copper Tariff Announcement: President Trump announced a surprise 50% import tariff on copper, causing prices to surge to a historic high of $5.90 per pound due to anticipated supply constraints and increased demand ahead of the tariff's implementation.
Impact on Stocks and Industries: U.S. copper stocks like Freeport-McMoRan and Southern Copper are expected to benefit from rising prices, while the tariff could significantly affect sectors reliant on copper, potentially leading to inflation concerns as global supplies remain tight.
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Analyst Views on SCCO
Wall Street analysts forecast SCCO stock price to fall
10 Analyst Rating
0 Buy
5 Hold
5 Sell
Moderate Sell
Current: 171.030
Low
90.00
Averages
127.95
High
152.00
Current: 171.030
Low
90.00
Averages
127.95
High
152.00
About SCCO
Southern Copper Corporation is an integrated copper producer. It is engaged in the production of copper, molybdenum, zinc and silver. All of its mining, smelting and refining facilities are located in Peru and Mexico, and it conducts exploration activities in those countries and in Argentina and Chile. Its segments include the Peruvian operations, Mexican open-pit operations and Mexican underground mining operations. Its Peruvian operations include the Toquepala and Cuajone mine complexes and the smelting and refining plants, including a precious metals plant, industrial railroad and port facilities that service both mines. Its Mexican open-pit operations include the La Caridad and Buenavista mine complexes and the smelting and refining plants, including a precious metals plant and a copper rod plant and support facilities that service both mines. Mexican underground mining operations include five underground mines that produce zinc, copper, lead, silver and gold; and a zinc refinery.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Dividend Declaration: Southern Copper (SCCO) has declared a quarterly dividend of $1.00 per share, reflecting the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Yield Information: The forward yield of 2.2% not only provides shareholders with a steady return but may also enhance the company's appeal in the market, boosting investor confidence.
- Payment Schedule: The dividend is payable on May 29, with a record date of May 13 and an ex-dividend date also on May 13, ensuring that shareholders receive their earnings promptly, demonstrating the company's commitment to its investors.
- Dividend Growth Potential: The trend in Southern Copper's dividend growth indicates strong performance in the copper market, suggesting the possibility of continued dividend increases to reward shareholders and further solidify its position in the industry.
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- Tech Stocks Rally: The Nasdaq 100 surged 2.08% to reach an all-time high on Wednesday, driven by stellar earnings from chipmakers and AI infrastructure firms, particularly Advanced Micro Devices, which rose over 17% as it raised its full-year sales forecast, reflecting strong investor optimism about ongoing AI investments.
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- Employment Data Impact: The April ADP employment report indicated that US companies added 109,000 jobs, below the expected 120,000, yet the market remains optimistic about the Fed's monetary policy, believing it will help maintain a low interest rate environment.
- International Market Surge: Overseas stock markets closed sharply higher, with the Euro Stoxx 50 rising 2.68% and China's Shanghai Composite gaining 1.17%, indicating a positive global market response to the US economic recovery, further boosting investor confidence.
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- Employment Data Impact: The April ADP employment change report indicated that US companies added 109,000 jobs, below the expected 120,000, yet the market remains optimistic about the Fed's monetary policy, suggesting a lower likelihood of interest rate hikes.
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- Chipmakers' Strong Earnings: Advanced Micro Devices (AMD) saw its stock price surge over 16% after raising its full-year sales forecast significantly due to robust data center spending, indicating a strong growth trajectory and reinforcing its competitive position in the semiconductor market.
- Crude Oil Price Plunge: WTI crude oil prices fell more than 5% to a two-week low as the US nears a peace agreement with Iran, which may help lower inflation expectations and improve profitability prospects for airlines and cruise operators amid declining fuel costs.
- Employment Data Impact: The April ADP employment change report indicated that US companies added 109,000 jobs, below the expected 120,000, yet the market remains optimistic about the Fed's monetary policy, which is likely to continue supporting stock market gains.
See More
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- Positive Economic Data: Despite the market downturn, the U.S. consumer confidence index unexpectedly rose to 92.8, surpassing expectations, indicating economic resilience that could provide support for the market.
- Surging Oil Prices: WTI crude oil prices jumped over 3% to a two-week high amid escalating tensions between the U.S. and Iran in the Strait of Hormuz, potentially exacerbating the global energy crisis and pushing inflation expectations higher.
- Fed Policy Expectations: The market anticipates that the Federal Reserve will keep interest rates unchanged at the upcoming meeting, focusing on oil prices and inflation dynamics, reflecting a cautious outlook on the economic landscape.
See More
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- Tech Stock Pressure: Technology stocks are under pressure due to concerns over the return on massive investments in artificial intelligence, as OpenAI recently failed to meet its new user and sales targets, leading to declines in shares of partners like Nvidia and Oracle, reflecting market caution regarding the future of the AI sector.
- Positive Economic Data: The US consumer confidence index unexpectedly rose to 92.8, surpassing expectations of 89.0, indicating an increase in consumer confidence that could positively impact the stock market, although overall market pressures remain.
- Surging Oil Prices: WTI crude oil prices jumped over 3% to a two-week high amid escalating tensions between the US and Iran over the Strait of Hormuz, potentially deepening the global energy crisis and impacting inflation expectations and stock performance.
- Fed Policy Expectations: The market anticipates that the Federal Reserve will maintain interest rates at the upcoming meeting, despite increased uncertainty regarding future policy adjustments due to inflation and oil price volatility, reflecting investor caution about the economic outlook.
See More
Southern Copper Declares $1.00 Quarterly Dividend
- Dividend Declaration: Southern Copper (SCCO) has declared a quarterly dividend of $1.00 per share, reflecting the company's stable cash flow and profitability, which is likely to attract more investor interest.
- Yield Information: The forward yield of 2.2% not only provides shareholders with a steady return but may also enhance the company's appeal in the market, boosting investor confidence.
- Payment Schedule: The dividend is payable on May 29, with a record date of May 13 and an ex-dividend date also on May 13, ensuring that shareholders receive their earnings promptly, demonstrating the company's commitment to its investors.
- Dividend Growth Potential: The trend in Southern Copper's dividend growth indicates strong performance in the copper market, suggesting the possibility of continued dividend increases to reward shareholders and further solidify its position in the industry.
See More
