“Copper is quietly staging a comeback — and for savvy investors, it might be one of the most compelling opportunities of 2025,” we said on April 15. “The metal is sitting around $4.52 — and if momentum continues, we could see an initial retest of the $5 mark in the near term.”
“This move isn’t just a technical rebound. It’s part of a much larger story that’s been unfolding quietly under the radar. Copper’s short-term recovery could be just the beginning of a longer-term surge — driven by tightening global supplies, rising industrial demand, and a renewed push for domestic mining in the U.S.,” we added.’
Today, copper trades at $5.52.
Not only is the metal still racing higher on global supply-demand issues, but also on news President Trump is calling for a 50% tariff on it.
Even better, some of the copper stocks we’ve pounded the table over, have been explosive.
Company: Freeport-McMoRan (SYM: FCX)
Freeport-McMoRan is one of the world’s largest publicly traded copper producers, and it’s starting to recover from a recent dip, we also noted on April 15.
At the time, FCX traded at about $33.35. Today it’s up to $45.24.
Fueling upside, JPMorgan recently upgraded FCX to a “Buy” with a price target of $52, citing premium pricing due to potential levies on U.S.-based copper production. Jefferies analysts also upgraded FCX, emphasizing that U.S.-based copper miners could benefit from policy shifts aimed at reducing import reliance.
Company: BHP Group (SYM: BHP)
BHP is another copper heavyweight that’s starting to attract renewed interest.
On April 15, BHP traded at $45.25. Today, it’s up to $49.45.
Here’s why BHP still deserves your attention:
The company forecasts copper demand will surge by 70% by 2050, driven by electric vehicles, renewable energy, and grid expansion.
BHP also expects global copper consumption to increase by an additional 1 million tons per year in the next decade — double the annual growth seen over the past 15 years.
ETF: Global X Copper Miners ETF (SYM: COPX)
On April 15, the Global X Copper Miners ETF (SYM: COPX) traded at about $36. It’s now up to $44.76 and could see higher highs.
This ETF tracks a basket of 40 copper mining companies, including:
Ivanhoe Mines
BHP Group
Freeport-McMoRan
Teck Resources
Capstone Copper
With an expense ratio of 0.65%, it offers a convenient way to gain exposure to copper’s upside potential without betting on a single stock. For investors who want to stay diversified while still capturing sector-wide trends, COPX may be the ideal fit.
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