Southern Copper Corporation Aktie News

Over the last year, Southern Copper (SCCO) rose by 117%, driven by record earnings and investor enthusiasm surrounding the Tia Maria project. The surge can be attributed to stable copper prices and a significant increase in profit margins, even with some fluctuations—demonstrating that strategic actions and market changes can elevate a stock's value.

For the defense and mining industries, 2025 was a standout year. The iShares U.S. Aerospace & Defense ETF BATS: ITA tracks the performance of a basket of over 40 U.S. aerospace and defense companies.

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.

Supply constraints and strong demand are supporting higher copper prices. Major producers expect lower production volumes in 2026.

Southern Copper: Keep Holding, But Drawdown Risk Is Significant

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.

Southern Copper Corporation (SCCO) Q4 2025 Earnings Call Transcript