4 Copper Stocks Worth Considering for the Late 2025 Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 26 2025
0mins
Should l Buy SCCO?
Source: Benzinga
Copper Price Surge: Copper prices are increasing due to supply constraints from the Grasberg mine in Indonesia, with projections estimating prices to rise between $10,500 and $11,700 per ton, driven by high demand, particularly from China.
Investor Interest in Copper: Investors are heavily acquiring copper assets, with sector ETFs seeing significant inflows, and the Global X Copper Miners ETF outperforming the S&P 500, as copper is viewed as a key commodity for infrastructure and clean energy sectors.
Long-term Demand vs. Supply Issues: The demand for copper is expected to grow significantly due to its essential role in technologies like electric vehicles and renewable energy, while supply is limited and costly to extract, leading to a potential imbalance.
Investment Opportunities: Notable copper stocks include Freeport-McMoRan, Southern Copper, and Antofagasta, with the Global X Copper Miners ETF recommended for those seeking diversified exposure to the copper market without the risks associated with individual stocks.
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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: 192.020
Low
90.00
Averages
127.95
High
152.00
Current: 192.020
Low
90.00
Averages
127.95
High
152.00
About SCCO
Southern Copper Corporation is an integrated copper producer. The Company is engaged in the production of copper, molybdenum, silver, and zinc. The Company’s mining, smelting and refining facilities are located in Peru and Mexico and conducts exploration activities in those countries and in Argentina, Chile and Ecuador. 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 smelting and refining plants, including a precious metals plant, industrial railroad and port facilities. 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. Its 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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- Launch of Section 301 Investigations: The U.S. has initiated trade investigations against China under Section 301 of the Trade Act of 1974, aiming to identify unfair trade practices, particularly in manufacturing sectors, which adds new layers of tension to the already strained U.S.-China relationship.
- Surge in Exports and Trade Surplus: Despite criticism from global trading partners, China's exports surged by 21.8% in the first two months, boosting its trade surplus to a record high of $213.6 billion, indicating a continued reliance on external demand.
- Uncertain Summit Outlook: With the summit approaching, the widening gap between both sides' agendas, especially regarding potential investigations into forced labor practices, adds uncertainty to negotiations and may hinder future trade agreements.
- Challenges in Maintaining Stability: While Chinese Foreign Minister Wang Yi calls for a suitable environment for the summit, the U.S. is likely to push for long-term commitments on agricultural purchases, and expectations for substantial breakthroughs have significantly diminished, suggesting limited outcomes from the upcoming meeting.
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Impact on Oil Prices: The potential for higher oil prices as a result of the conflict is contributing to these economic concerns.
Copper Market Reaction: Copper prices, known for their cyclical nature, have declined in response to the market instability.
Effect on Freeport-McMoRan: Shares of Freeport-McMoRan, the largest copper miner in the U.S., have also seen a pullback due to these market conditions.
See More
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- Supply Shortage Issues: He emphasizes that there will be virtually no new copper production for the next eight years due to a CapEx depression in the mining sector, where new projects take over 15 years to move from discovery to production, exacerbated by a fatal mudslide at Freeport-McMoRan’s Grasberg mine, tightening supply further.
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- Investment Strategy Shift: Druckenmiller opts to invest directly in copper commodities rather than mining equities to avoid operational risks associated with individual miners, using futures contracts to track copper prices, believing the current market is very tight and serves as a primary hedge against potential inflationary growth.
See More
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- Supply-Demand Imbalance Forecast: According to a study by S&P Global, copper demand is projected to reach 42 million metric tons by 2040, a 50% increase from current levels, while a supply deficit of 10 million metric tons is anticipated, indicating a severe market imbalance in the coming years.
- Price Surge Driven by Shortages: The tight supply has caused U.S. copper futures to soar over 41% in 2025, marking the largest increase since 2009, reflecting strong demand for copper and the fragility of supply chains in the market.
- Mine Supply Disruptions: In 2025, three major copper mines faced shutdowns due to natural disasters and accidents, leading to downward revisions in production forecasts, particularly for the Kamoa Kakula mine in Congo and El Teniente mine in Chile, with production expected to be depressed for the next five years.
- Tariff Impact on Market: The U.S. imposed a 50% tariff on semi-finished copper products, resulting in heavy stockpiling domestically while creating tight supply conditions outside the U.S., leading to an
See More
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- Service Prices Drive CPI: Service prices increased by 1.1% year-on-year, contributing 0.54 percentage points to the CPI, primarily driven by demand for travel, pet care, and dining services during the Lunar New Year holiday, suggesting a shift in consumption patterns.
- Producer Price Index Stabilization: The producer price index fell by 0.9% year-on-year, better than the expected 1.2% decline, indicating that rising costs for metals and commodities are providing a floor for factory prices, potentially alleviating profit pressures for businesses.
- Fiscal Stimulus Measures: The Chinese government allocated 250 billion yuan for a consumer trade-in program in its 2026 budget, although reduced from 300 billion yuan in 2025, reflecting a commitment to stimulate consumption in response to economic slowdown.
See More
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