#commodities

2개의 글

May 13, 2026

FCX Stock Outlook 2026: Freeport-McMoRan, Copper Super-Cycle, and Energy Transition Demand

Freeport-McMoRan (FCX) 2026 analysis: Grasberg operating rights extension, copper super-cycle thesis driven by EVs and AI data center infrastructure, gold byproduct leverage, variable dividend policy, and portfolio positioning for US commodity investors.

FCX Freeport-McMoRan copper stocks

May 13, 2026

NEM Newmont Stock Outlook 2026: AISC Framework and the Gold Price Leverage Play

Newmont (NEM) is the world's largest gold miner by market cap, with a five-continent portfolio and a disciplined AISC framework. This analysis covers the bull and bear thesis, portfolio positioning, tax treatment in Roth and 401k accounts, and what to watch in the next 10-Q.

NEM Newmont gold mining