5 Stocks to Keep an Eye on as Copper Prices Approach Record Highs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 25 2025
0mins
Should l Buy SCCO?
Source: NASDAQ.COM
Copper Price Trends: Copper prices have risen above $5.00 per pound, driven by U.S. tariff concerns and China's economic stimulus, with a year-to-date gain of 27.9%. The long-term outlook remains positive due to strong demand from sectors like electric vehicles and renewable energy, despite supply constraints.
Investment Opportunities: Investors are encouraged to consider copper-mining companies such as BHP Group, Southern Copper, Freeport-McMoRan, Teck Resources, and Amerigo Resources, which are expected to benefit from the rising prices and have strong growth projections.
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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: 192.660
Low
90.00
Averages
127.95
High
152.00
Current: 192.660
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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- Adjusted EBITDA Growth: The company reported adjusted EBITDA of $7.8 billion, a 22% increase over 2024, indicating significant improvements in operational efficiency and cost control, thereby enhancing the sustainability of future investments.
- Capital Investment Commitment: Southern Copper has committed to over $20.5 billion in investments over the coming years, focusing on projects in Peru and Mexico, which will support its long-term growth objectives and strengthen its competitive position in the Latin American market.
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See More
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- Positive Economic Data: U.K. retail sales rose by 1.8% in January 2026, up from a 0.4% increase in December 2025, indicating signs of economic recovery that could boost consumer confidence and market activity.
- Improved Public Finances: The U.K. public sector recorded a £30.4 billion ($40.8 billion) surplus in January 2026, double the level from a year earlier, reflecting improved fiscal health that may support future government spending plans.
- Anglo American Earnings Report: Anglo American reported adjusted core earnings of $6.4 billion for 2025, a 1.6% increase from the previous year, despite a $3.7 billion net loss due to market challenges, showcasing strong performance in copper and premium iron ore.
- Geopolitical Tensions: U.S. President Trump stated he would decide within the next 10 days whether to take military action against Iran, leading to cautious market reactions that could impact investor sentiment and market volatility.
See More
Supreme Court May Rule on Trump's Tariff Legality
- Consumer Impact of Tariffs: The current average effective tariff rate in the U.S. stands at 16.9%, the highest since 1932, with projections indicating that consumers will pay an additional $1,300 to $1,700 in 2026, significantly increasing household economic burdens.
- Potential Legal Changes: Should the Supreme Court rule IEEPA tariffs unconstitutional, the consumer burden could be halved to between $600 and $800, providing some economic relief for families and influencing future spending patterns.
- Tariff Revenue Analysis: U.S. Customs and Border Protection collected approximately $133.5 billion in tariff revenue in fiscal year 2025, accounting for 60% of total tariff revenue during that period, highlighting the significant impact of tariff policies on government finances.
- Alternative Tariff Pathways: The Trump administration may resort to other legal frameworks to continue imposing tariffs, and economists note that even if IEEPA is overturned, this will limit potential consumer relief while maintaining high tariff burdens.
See More
Goldman Sachs Optimistic on Credo Technology's Future
- Growing Market Demand: Analyst James Schneider from Goldman Sachs highlights a surge in demand for high-speed, short-range connectivity in AI data centers, which is expected to further drive growth for Credo Technology Group, showcasing the company's strong market potential.
- Buy Rating and Price Target: Goldman Sachs initiates coverage on Credo with a buy rating and sets a 12-month price target of $165, indicating a 29% upside from Wednesday's close, reflecting the analyst's confidence in the company's future performance.
- Significant Technological Advantage: Credo's Active Electrical Cables (AECs) technology offers low-cost, high-bandwidth, and highly reliable connectivity solutions, and Schneider believes this technology will remain mainstream for at least the next five years, further solidifying the company's market position.
- Diversification Strategy: Schneider commends Credo's diversification efforts into optical solutions, which he believes will support long-term growth, while also appreciating the company's carefully managed guidance and investor messaging.
See More
Southern Copper Corp Reports Record Earnings for 2025
- Sales Performance Surge: Southern Copper Corp achieved record sales of $13.4 billion in 2025, a 17% increase from 2024, reflecting strong global copper demand and effective market strategies, which are expected to further enhance its market share.
- Adjusted EBITDA Growth: The company reported adjusted EBITDA of $7.8 billion, a 22% increase over 2024, indicating significant improvements in operational efficiency and cost control, thereby enhancing the sustainability of future investments.
- Capital Investment Commitment: Southern Copper has committed to over $20.5 billion in investments over the coming years, focusing on projects in Peru and Mexico, which will support its long-term growth objectives and strengthen its competitive position in the Latin American market.
- Production Challenges and Market Outlook: While zinc production increased by 36% year-on-year, copper production fell by 1.8%, with a further expected decrease of 4.7% in 2026, potentially leading to a 320,000-ton copper market deficit that could impact overall company performance.
See More
Trump Administration Increases Investments in Critical Minerals
- Surge in Investments: The Trump administration has made unprecedented equity investments in at least 10 companies over the past year, including critical minerals and chipmakers, aiming to build a domestic supply chain and reduce reliance on China, indicating a proactive government role in economic strategy.
- U.S. Steel Golden Share: The administration secured a golden share in U.S. Steel as a condition for approving Nippon Steel's acquisition, granting the president veto power over key business decisions, which ensures stability and growth in the U.S. steel industry, reflecting direct government intervention in vital sectors.
- Strategic Deal with MP Materials: The Defense Department struck a landmark deal with MP Materials, investing $400 million in preferred stock with rights to purchase additional shares, positioning the Pentagon as the largest single shareholder and further solidifying U.S. dominance in the rare earth mining sector.
- L3Harris and Defense Partnership: L3Harris announced a proposed partnership with the U.S. government, where the Pentagon will invest $1 billion in its rocket motor business, with plans for an IPO in the second half of 2026, allowing the Pentagon's investment to convert into common equity, enhancing the capital base of the defense industry.
See More
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- U.S. Stock Market Performance: Stock indexes in the U.S. experienced a decline on Tuesday, with significant drops across major indices.
- Specific Index Changes: The S&P 500 fell by 1.43%, the Dow Jones dropped by 0.84%, and the Nasdaq declined by 0.34%.
See More
