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18.02.26 - 07:24
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Cheveley: Copper Being Dragged to US by Tariff Threats (Bloomberg)
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Gold advanced back above $4,900 an ounce as dip-buyers snapped up the metal after a two-day drop. Meanwhile copper rose, trimming losses earlier in the week, as risk assets including equities advanced in thin holiday trading. George Cheveley, Natural Resources Portfolio Manager at Ninety One spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the market performance. (Source: Bloomberg)...
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17.02.26 - 14:57
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BHP′s Copper Pivot Pays Off With Surprise Dividend Bump, Record-High Stock Price (ZeroHedge)
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BHP's Copper Pivot Pays Off With Surprise Dividend Bump, Record-High Stock Price
Shares of BHP Group, the world's largest miner, jumped to a record high in Australia after it posted earnings at the top end of Wall Street expectations. The miner's pivot into copper, aided by a surging rally in industrial metals, offset softer conditions in its iron ore unit.
BHP chief executive Mike Henry reaffirmed to investors earlier on a call that the miner is pivoting toward "future-facing" metals. In other words, he explained that the world's largest miner's shift away from operations focused on serving China's steel mills has paid off, as copper has soared.
Henry said that acquisitions began to bear fruit, as did the improvements at Escondida, the world's largest mine, all of which were helped by a record surge in the price of the industrial metal used heavily for power grids and AI-related applications.
"This is the result of our deliberate actions to grow our copper business,&qu...
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17.02.26 - 06:18
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BHP Group CFO on Bumper Copper Profits, M&A Outlook (Bloomberg)
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BHP Group posted earnings at the upper end of analyst expectations, driven by a historic metals rally and a years-long effort to shore up copper production. CFO Vandita Pant discusses the details with Bloomberg's Paul Allen. (Source: Bloomberg)...
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16.02.26 - 16:44
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Wochenausblick Rohstoffe: Eine Woche ohne China (SG)
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Chinas Märkte sind in der kommenden Woche geschlossen. Die Konjunkturindikatoren aus den westlichen Industrieländern dürften die Preise zyklischer Rohstoffe unterstützen. Für den Ölpreis entscheidend ist aber vor allem, wie sich der Konflikt zwischen dem Iran und den USA entwickelt. Der Kupfermarkt war 2025 wohl deutlich überversorgt, aber ein voraussichtlich langsamerer Anstieg der Produktion spricht gegen deutlich niedrigere Preise. An den Edelmetallmärkten dürfte sich die Konsolidierung fortsetzen..
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14.02.26 - 10:30
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Kupfer – das neue Silber? (Apollo News)
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Der Silberpreis befindet sich derzeit in einem starken Aufwärtstrend. Der Preis ist in kürzester Zeit explodiert und hat zwischenzeitlich sogar ...
The post Kupfer – das neue Silber? appeared first on Apollo News....
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