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Additional Reading from MarketBeat 3 Copper Stocks Ready to Shine in the Next Metal SupercycleWritten by Chris Markoch. Published 10/13/2025. 
Key Points - Copper prices are up 27% in 2025, supported by AI-driven infrastructure, electric grid upgrades, and renewable energy demand, signaling a potential long-term super cycle.
- Supply constraints in Chile and Peru are tightening the global copper market, creating a bullish setup for select mining and materials stocks.
- Freeport-McMoRan, Southern Copper, and the Global X Copper Miners ETF offer investors different ways to gain exposure to rising copper prices and the next phase of industrial growth.
It's not exactly a gold rush, but copper is quietly up about 27% in 2025. That's not as dramatic as the gains in gold or silver, but it's still notable. The industrial metal is frequently called "Dr. Copper" because its price often signals the health of the global economy. Copper has seen volatile swings over the past 20 years. In the 2010s, its fortunes were largely tied to Chinese infrastructure. In 2025, however, much of the story is unfolding on American soil. Key support for copper prices includes: - The AI revolution and the resulting demand for data centers and the power to run them
- The need to upgrade the U.S. electric grid
- Ongoing demand for renewable-energy infrastructure, including electric vehicles
That's only part of the picture, and although the focus is largely on the United States, copper demand is rising globally. There's also a supply problem. Chile and Peru are two of the largest copper producers, but both countries have experienced disruptions, and there aren't enough new large-scale mines coming online to meet anticipated demand. For investors, rising demand alongside supply constraints is bullish and could mark the start of a super cycle that pushes spot copper above $6 for an extended period. Here are three basic materials stocks positioned to benefit if that bull case plays out. Freeport-McMoRan: A Global Leader Facing Short-Term Disruption Any discussion of copper stocks must include Freeport-McMoRan Inc. (NYSE: FCX). The company is one of the largest publicly traded copper producers and supplies roughly 70% of the United States' domestically refined copper. While copper is its primary source of mining revenue, Freeport also produces gold, which provides additional diversification as gold demand remains strong. That said, the company experienced significant disruptions at key operations in 2025, prompting it to scale back full-year production estimates. FCX is up about 13% in 2025 but still trades roughly 6% below the analysts' consensus price target. If recent upgrades accurately reflect the bull case, that consensus target could be too low—suggesting the stock may participate in a catch-up move. Southern Copper: Strong Gains, But a Valuation Reset May Loom Year-to-date gains aren't a problem for Southern Copper Corporation (NYSE: SCCO). The concern is that the stock, up about 43% in 2025, may be due for a pullback. Worries center more on logistics and regulatory risk than on copper fundamentals. After the recent run-up, SCCO trades near 29x earnings—a notable premium to its historical average of roughly 16x. The company's operations are concentrated in Peru and Mexico, which introduces regulatory and political risk and may limit near-term growth. The consensus price target for SCCO is around $109 per share, implying about a 15% downside from the stock's closing price on October 9. That level would offer a more attractive entry point given the lower valuation. Global X Copper Miners ETF: A Diversified Play on the Metal Boom Investors seeking mining exposure without single-stock risk may prefer the Global X Copper Miners ETF (NYSEARCA: COPX). The ETF's name can be a little misleading. As of October, only about 17% of the fund's weight was dedicated to pure copper exposure, while roughly 54% was in precious-metals-related holdings. That mix helps explain why COPX is up more than 65% in 2025. If copper follows gold higher this fall, COPX could have further upside. In addition to its copper exposure, about 20% of the fund is in diversified miners, including Freeport-McMoRan and Southern Copper—two of the fund's top three holdings—and that provides broader metals exposure for investors.
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