Freeport-McMoRan Aktie News

I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026. Leading indicators like the ISM Manufacturing Prices Index and commodity prices signal renewed inflationary pressures despite subdued official CPI data. My investment thesis favors energy royalties, critical materials, infrastructure, and luxury stocks with strong pricing p...

Billionaire mining executive Robert Friedland addressed the USC Marshall Energy Business Summit back in September to outline the severe global copper supply crisis.

Major copper producers rallied Thursday as the red metal extended its fourth-quarter run, driven by supply disruptions in South America, China's infrastructure stimulus, and accelerating demand from electric vehicle and renewable energy sectors.

Freeport-McMoRan (NYSE: FCX) recently announced its fourth-quarter 2025 earnings, presenting figures that exceeded expectations despite significant operational challenges. The firm reported adjusted earnings per share (EPS) of $0.47, well above analysts' predictions which ranged from $0.28 to $0.29 per share.

We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and commodities—especially copper, silver, and natural gas. Old economy stocks—miners, energy, infrastructure, and equipment providers—are positioned for substantial re-rating and long-term alpha.

After disaster struck copper mining giant Freeport-McMoRan NYSE: FCX in September of 2025, the stock has gone on a massive rally. The company significantly lowered its guidance on September 25, 2025, after assessing the impact of a mudslide at its Grasberg mine in Indonesia.

Freeport-McMoRan Inc. (FCX) Q4 2025 Earnings Call Transcript

Freeport trimmed its outlook for 2026 copper sales volume after Q4 volume exceeded prior guidance.