Primer: First Quantum Minerals (FM CN) - Sep 2025
First Quantum Minerals is a global mining company with a primary focus on copper production, which constitutes the majority of its revenue. The...
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Anglo–Teck: Building a Copper Champion with Coal Cash Flow
​Anglo and Teck merge to create $53bn copper-focused mining major, aiming for $800m in annual savings by year four with strong leverage to copper's...
786 Views
Copper Tracker 26th May 2025: TSF Momentum Dampened on Trump Tariffs in April
This insight covers the KPIs we track in the short term, confirming our constructive view on copper. We also look at our top equity picks in the...
533 Views
Copper Tracker 12th May 2025: Bullish On China's Whopping Copper Imports
China's copper and concentrate imports hit a record 2.924 million tons, up 24.4% YoY, beating expectations despite trade war concerns, signaling...
439 Views
Copper Tracker 28th April 2025: A Huge Positive From The China March Lending Data
We maintain a bullish stance on copper, as China's March TSF data suggests a push for more stimulus. Additionally, rising COMEX spreads and the...
394 Views