RBC sees copper equities as undervalued despite record prices

RBC Capital Markets says base-metal equities remain attractively valued despite copper reaching record levels, with shares pricing in a much lower metal price than the current market price. Copper averaged $6.41 a pound in the third quarter, up 6% from the previous quarter and 44% year-on-year, after reaching a record closing price of $6.74 on 8 September.

Proactive Investors • Oct 8, 2026

How to Handle Red-Hot Copper Prices With Care

Copper is one of the hottest metals this year, up 17% so far and near record highs. While there are several compelling reasons to own the metal, the commodity needs to be handled with some caution.

WSJ • Oct 7, 2026

America's Copper Hoard Stokes Fear of a Supply Crunch

Copper is piling up in American warehouses, and it could stay there a while. That would have scary implications for buyers elsewhere.

WSJ • Oct 1, 2026

Beyond 60/40: ETFs for a Balanced Retirement Portfolio

A diversified ETF mix spanning stocks, income, commodities, gold, Bitcoin and AI could reshape retirement portfolios.

Zacks Investment Research • Sep 25, 2026

A sudden end to the Iran war would strike a blow against oil prices and energy stocks. Yet company insiders are buying.

The implication is a belief among insiders that the stocks are going higher from here, not lower.

Market Watch • Sep 19, 2026

Frank Talk: Copper supply faces first annual decline since 2017

Copper's record-breaking rally is often attributed to the prospect of U.S. tariffs, but Frank Holmes, chief investment officer of U.S. Global Investors (NASDAQ:GROW), argues the market is signaling a deeper structural problem. In this op-ed, Holmes examines weakening global mine output, a decades-long decline in major copper discoveries and the growing difficulty of bringing new deposits into production.

Proactive Investors • Sep 11, 2026

With the copper price surfing all-time highs, here's what one CEO thinks about the sector long term

While there's a bear case to be made on copper if the AI trade blows up, if Trump eschews tariffs or if peace descends over the Persian Gulf, the long-term rationale for higher prices is solid, a listed copper producer executive says.

Market Watch • Sep 10, 2026

Everyone Is Watching $100 Oil While Copper Miners Are Getting Crushed

While oil headlines dominate trading, copper miners are quietly taking a beating. Freeport-McMoRan (NYSE:FCX | FCX Price Prediction) is off over 6% in Thursday's session to just over $71, extending a 4% slide over the past week.

24/7 Wall Street • Sep 10, 2026

Copper Prices Looked Unstoppable. Why They're Suddenly Tumbling.

Insatiable demand for artificial-intelligence infrastructure was a key factor in the copper rally, but another catalyst is suddenly in doubt.

Barrons • Sep 10, 2026

Copper Reaches New Highs on U.S. Tariff Fears, Supply Challenges

Copper prices climbed to a fresh record on the London Metal Exchange as distortions to trade flows due to concerns over potential U.S. tariffs collided with supply challenges at key mines worldwide.

WSJ • Sep 8, 2026