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.
Investors have been bullish on mining stocks, led by gold and silver's surges. However, appetite has cooled over the past six months, according to a Citi note that shows 'Buy' ratings have dipped.
Brazilian miner Vale has halted operations at units that analysts say account for about 2% of its iron ore production outlook for this year after water overflowed at the sites, a securities filing showed late on Monday.
Overflowing water from a mining pit owned by Brazil's miner Vale caused environmental damage as it reached the local Maranhao River, Minas Gerais state government said in a Monday statement.
The copper market has surged in recent weeks, with producers and miners posting double-digit gains as investors position for infrastructure spending and energy transition demand.
Most U.S. investors never look beyond domestic stocks for dividend income, and the reasoning, at least on the surface, seems logical.
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