Copper's $250 Billion Funding Gap Pushes Streaming Giants Deeper Into Mine Finance, Says Rick Rule

A widening capital shortfall in copper is reshaping how large-scale projects are financed, with royalty and streaming companies emerging.

Kitco • Feb 23, 2026

Copper Price Forecast – Strong Structural Demand Supports Higher Prices After Consolidation

Copper's 2025 rally driven by electrification, AI infrastructure, and power grid expansion may face short-term volatility from rising inventories and softer China demand, but the long-term outlook remains bullish due to persistent inflation, loose financial conditions, and a weaker US dollar.

FXEmpire • Feb 22, 2026

Teck Resources beats quarterly profit on higher copper prices, output

Teck Resources beat fourth-quarter profit expectations on Thursday, helped by a surge in copper prices and production, as the Canadian miner advanced its proposed merger with Anglo American.

Reuters • Feb 19, 2026

Rio Tinto earnings flat as copper and aluminium offset iron ore weakness

Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) reported flat underlying earnings of $10.9 billion for 2025 as stronger copper and aluminium performance offset weaker iron ore prices. Net cash generated from operating activities increased 8% to $16.8 billion, while consolidated sales revenue rose 7% to $57.6 billion.

Proactive Investors • Feb 19, 2026

Rome Resources unearths "exciting new areas" for tin and copper at Mont Agoma

Rome Resources Plc (AIM:RMR, FRA:33R) has sharpened drill targeting at its Mont Agoma prospect in the Democratic Republic of Congo after a new geological interpretation outlined fresh, high-priority zones for both tin and copper beyond the current footprint. The AIM-listed explorer said specialist consultancy Chemostrat reworked its geological and assay database and identified a marker horizon above “Zone 3” that better predicts where mineralisation sits, splitting the sequence into five zones.

Proactive Investors • Feb 19, 2026

Copper Downgrades and $5,000 Gold Expose Structural Limits in Mining

Rising metal prices are not resolving the mining sector's constraints. Instead, they are exposing the capital intensity of new copper supply and reinforcing the limits of price strength in gold development, according to Joe Mazumdar, editor of Exploration Insights.

Kitco • Feb 19, 2026

Anglo Asian eyes "step change" as copper becomes miner's main product this year

Anglo Asian Mining Plc (LSE:AAZ, OTC:AGXKF, FRA:A4A) has guided to a sharp ramp-up in 2026 that would see copper become the company's main product, with output targeted at 20,000 to 25,000 tonnes versus 7,915 tonnes produced in 2025. The AIM-listed Azerbaijan-focused miner said the increase is expected to be driven by growing contributions from the Gilar and Demirli mines, both of which commenced production in 2025, marking 2026 as the group's first full year as a multi-asset producer.

Proactive Investors • Feb 18, 2026

Glencore nears three-year highs as it talks up copper shift

Glencore PLC shares climbed over 3% to 501.8p, not far from three-year highs after reporting a final results for 2025 where it talked up a bigger push into copper.  Boss Gary Nagle doubled down on the orange metal, citing “clear momentum" for this as a growth strategy.

Proactive Investors • Feb 18, 2026

BHP's interim result sharpens its copper pitch as dividend payout surprises

BHP Group Ltd (LSE:BHP, ASX:BHP) used its first-half result to underline how quickly copper is reshaping the group, with RBC Capital Markets describing the numbers as a “clean, copper-led result with solid financial 1H performance”. The Canadian bank said earnings before interest, tax, depreciation and amortisation from the world's largest miner were “modestly ahead”, alongside free cash flow, while “the 60% payout surprised positively”.

Proactive Investors • Feb 17, 2026

How to Invest in Precious Metals After Their Crazy Run-Up

Financial pros say gold, silver, platinum and palladium have good long-term prospects but expect volatility in the near term.

WSJ • Feb 10, 2026