With Copper Demand Set to Outstrip Supply, Consider these Red-Hot Stocks June 18, 2025 - Baystreet.ca As copper demand surges, these companies are positioning themselves to capitalize on one of the most critical supply-demand imbalances in the global energy transition: Troilus Gold Corp. (TSX: TLG) (OTCQX: CHXMF), Freeport-McMoRan (NYSE: FCX), Southern Copper Corp. (NYSE: SCCO), Taseko Mines (NYSEAMERICAN: TGB) (TSX: TKO) and BHP Group (NYSE: BHP). Copper is essential to electric vehicles, renewable power infrastructure, and next-generation technologies. According to BHP and BloombergNEF, demand for copper is expected to rise by 70% by 2050, while the International Energy Agency warns that supply could fall short within the decade, potentially by as much as 30%. These trends point to a tightening market—and the potential for significantly higher copper prices ahead. Each of these copper stories offers a unique angle on one of the decade’s most powerful commodity trends. Look at Troilus Gold Corp. (TSX: TLG) (OTCQX: CHXMF): A Strategic Copper-Gold Operation in Québec Troilus Gold Corp. is advancing a large-scale copper-gold project in Québec’s mining-friendly north, positioning itself as a key future supplier of critical metals in a Tier-1 jurisdiction. In a major step forward, the Company recently announced it has agreed to commercial offtake terms with Aurubis AG, one of the world’s leading copper smelters based in Hamburg, Germany (read press release HERE). The agreement covers the purchase of copper-gold concentrate expected to be produced from the Troilus Project and paves the way for a binding contract to be finalized alongside a broader US$700 million mandated project financing package currently underway (see March 13, 2025 press release). The Company has attracted global interest, underlined by over US$1.3 billion in Letters of Interest obtained late last year from export credit agencies in Germany, Finland, Sweden, and Canada. According to the May 2024 Feasibility Study, the Troilus Project is expected to produce approximately 135 million pounds of copper equivalent per year, or 75,000 wet metric tonnes of concentrate, over a 22-year mine life. Located in a jurisdiction powered by hydroelectricity and supported by an existing road and powerline network, the project is well-positioned to meet both environmental and economic benchmarks. With commercial terms in place with a top-tier copper smelter, advanced project financing in motion, and permitting progressing, Troilus is aligning all components of the project toward a construction decision in 2026. As the Company advances along the steepest part of the Lassonde Curve, investors can expect a series of high-impact milestones—each one a potential re-rating event as Troilus moves closer to production. Other related developments from around the markets include: Freeport-McMoRan reported first-quarter 2025 net income attributable to common stock of $352 million, $0.24 per share, and adjusted net income attributable to common stock of $358 million, $0.24 per share. Kathleen Quirk, President and CEO, said, “Our team remains focused on providing metals essential for the economy and everyday life. Our work to produce our products and grow safely, efficiently and responsibly has never been more important. We remain vigilant in our efforts to reduce costs, improve efficiencies and carefully manage operating, administrative and capital spending in this uncertain macroeconomic environment. Freeport is well positioned for the future with large-scale production of copper, gold and molybdenum, a highly qualified and experienced team with a proven track record, a portfolio of attractive organic growth opportunities and a strong balance sheet and financial position.” Southern Copper’s Chairman of the Board, German Larrea recently commented “on the Company ´s progress and current circumstances, said: "This quarter, SCC’s net earnings totaled $946 million, which represented a 29% jump in net earnings compared to 1Q24. This positive result was driven by higher sales and lower unit costs. Sales increased 20%, registering growth in sales volumes for copper (+4%), zinc (+42%), silver (+14%) and molybdenum (+10%). Over the period, we had better prices for copper (+11%), zinc (+16%) and precious metals (+38%). In addition to the good sales volumes and prices, the Company cash cost decreased from $1.07 to $0.77 per copper pound (-28%), driven by a drop in the operating cost and by growth in by-product revenues for molybdenum, silver and zinc. Recently, the copper market has been affected by instability, which has risen on the back of a shift in trade policies in the world’s major economies. We believe SCC’s commitment to balancing operational discipline and cost efficiency at current operations with our growth profile will allow us to weather short-term difficulties in coming months.” Taseko Mines reported first quarter 2025 Adjusted EBITDA of $34 million and Earnings from mining operations before depletion and amortization and non-recurring items of $39 million. Revenues for the first quarter were $139 million from the sale of 22 million pounds of copper and 364 thousand pounds of molybdenum. The Company recorded a Net loss of $29 million ($0.09 loss per share) and an Adjusted net loss* of $7 million ($0.02 loss per share). Gibraltar produced 20 million pounds of copper and 336 thousand pounds of molybdenum in the first quarter at Total operating costs (C1) of US$2.26 per pound of copper produced. Mill throughput averaged 87,800 tons per day, which was above design capacity. Copper grades in the quarter averaged 0.19% and copper recoveries were 68%. BHP Group will establish its first Industry AI Hub in Singapore to accelerate digital transformation and AI adoption in the mining and resources sector. The Hub will focus on solving BHP enterprise-wide challenges using AI technologies to improve safety and lift productivity. Once established this month, the hub of BHP AI specialists will look at further integration of data-driven decisions, intelligence and automation into the company’s core operations. With the support of Enterprise Singapore, and in partnership with AI Singapore (AISG), BHP selected Singapore to further develop its AI capabilities for its vibrant innovation ecosystem, strong digital infrastructure and alignment with BHP’s ambitions to scale technologies that deliver operational value. The Hub will support the growth of BHP’s digital capabilities in Singapore and the region, with plans for a number of AI specialists to lead collaboration between BHP teams and local AI partners to solve business problems. Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for Troilus Gold Corp by Troilus Gold Corp. We own ZERO shares of Troilus Gold Corp. Please click here for disclaimer. Contact: Ty Hoffer Winning Media 281.804.7972 [email protected]
With Copper Demand Set to Outstrip Supply, Consider these Red-Hot Stocks June 18, 2025 - Baystreet.ca As copper demand surges, these companies are positioning themselves to capitalize on one of the most critical supply-demand imbalances in the global energy transition: Troilus Gold Corp. (TSX: TLG) (OTCQX: CHXMF), Freeport-McMoRan (NYSE: FCX), Southern Copper Corp. (NYSE: SCCO), Taseko Mines (NYSEAMERICAN: TGB) (TSX: TKO) and BHP Group (NYSE: BHP). Copper is essential to electric vehicles, renewable power infrastructure, and next-generation technologies. According to BHP and BloombergNEF, demand for copper is expected to rise by 70% by 2050, while the International Energy Agency warns that supply could fall short within the decade, potentially by as much as 30%. These trends point to a tightening market—and the potential for significantly higher copper prices ahead. Each of these copper stories offers a unique angle on one of the decade’s most powerful commodity trends. Look at Troilus Gold Corp. (TSX: TLG) (OTCQX: CHXMF): A Strategic Copper-Gold Operation in Québec Troilus Gold Corp. is advancing a large-scale copper-gold project in Québec’s mining-friendly north, positioning itself as a key future supplier of critical metals in a Tier-1 jurisdiction. In a major step forward, the Company recently announced it has agreed to commercial offtake terms with Aurubis AG, one of the world’s leading copper smelters based in Hamburg, Germany (read press release HERE). The agreement covers the purchase of copper-gold concentrate expected to be produced from the Troilus Project and paves the way for a binding contract to be finalized alongside a broader US$700 million mandated project financing package currently underway (see March 13, 2025 press release). The Company has attracted global interest, underlined by over US$1.3 billion in Letters of Interest obtained late last year from export credit agencies in Germany, Finland, Sweden, and Canada. According to the May 2024 Feasibility Study, the Troilus Project is expected to produce approximately 135 million pounds of copper equivalent per year, or 75,000 wet metric tonnes of concentrate, over a 22-year mine life. Located in a jurisdiction powered by hydroelectricity and supported by an existing road and powerline network, the project is well-positioned to meet both environmental and economic benchmarks. With commercial terms in place with a top-tier copper smelter, advanced project financing in motion, and permitting progressing, Troilus is aligning all components of the project toward a construction decision in 2026. As the Company advances along the steepest part of the Lassonde Curve, investors can expect a series of high-impact milestones—each one a potential re-rating event as Troilus moves closer to production. Other related developments from around the markets include: Freeport-McMoRan reported first-quarter 2025 net income attributable to common stock of $352 million, $0.24 per share, and adjusted net income attributable to common stock of $358 million, $0.24 per share. Kathleen Quirk, President and CEO, said, “Our team remains focused on providing metals essential for the economy and everyday life. Our work to produce our products and grow safely, efficiently and responsibly has never been more important. We remain vigilant in our efforts to reduce costs, improve efficiencies and carefully manage operating, administrative and capital spending in this uncertain macroeconomic environment. Freeport is well positioned for the future with large-scale production of copper, gold and molybdenum, a highly qualified and experienced team with a proven track record, a portfolio of attractive organic growth opportunities and a strong balance sheet and financial position.” Southern Copper’s Chairman of the Board, German Larrea recently commented “on the Company ´s progress and current circumstances, said: "This quarter, SCC’s net earnings totaled $946 million, which represented a 29% jump in net earnings compared to 1Q24. This positive result was driven by higher sales and lower unit costs. Sales increased 20%, registering growth in sales volumes for copper (+4%), zinc (+42%), silver (+14%) and molybdenum (+10%). Over the period, we had better prices for copper (+11%), zinc (+16%) and precious metals (+38%). In addition to the good sales volumes and prices, the Company cash cost decreased from $1.07 to $0.77 per copper pound (-28%), driven by a drop in the operating cost and by growth in by-product revenues for molybdenum, silver and zinc. Recently, the copper market has been affected by instability, which has risen on the back of a shift in trade policies in the world’s major economies. We believe SCC’s commitment to balancing operational discipline and cost efficiency at current operations with our growth profile will allow us to weather short-term difficulties in coming months.” Taseko Mines reported first quarter 2025 Adjusted EBITDA of $34 million and Earnings from mining operations before depletion and amortization and non-recurring items of $39 million. Revenues for the first quarter were $139 million from the sale of 22 million pounds of copper and 364 thousand pounds of molybdenum. The Company recorded a Net loss of $29 million ($0.09 loss per share) and an Adjusted net loss* of $7 million ($0.02 loss per share). Gibraltar produced 20 million pounds of copper and 336 thousand pounds of molybdenum in the first quarter at Total operating costs (C1) of US$2.26 per pound of copper produced. Mill throughput averaged 87,800 tons per day, which was above design capacity. Copper grades in the quarter averaged 0.19% and copper recoveries were 68%. BHP Group will establish its first Industry AI Hub in Singapore to accelerate digital transformation and AI adoption in the mining and resources sector. The Hub will focus on solving BHP enterprise-wide challenges using AI technologies to improve safety and lift productivity. Once established this month, the hub of BHP AI specialists will look at further integration of data-driven decisions, intelligence and automation into the company’s core operations. With the support of Enterprise Singapore, and in partnership with AI Singapore (AISG), BHP selected Singapore to further develop its AI capabilities for its vibrant innovation ecosystem, strong digital infrastructure and alignment with BHP’s ambitions to scale technologies that deliver operational value. The Hub will support the growth of BHP’s digital capabilities in Singapore and the region, with plans for a number of AI specialists to lead collaboration between BHP teams and local AI partners to solve business problems. Legal Disclaimer / Except for the historical information presented herein, matters discussed in this article contains forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Winning Media is not registered with any financial or securities regulatory authority and does not provide nor claims to provide investment advice or recommendations to readers of this release. For making specific investment decisions, readers should seek their own advice. Winning Media is only compensated for its services in the form of cash-based compensation. Pursuant to an agreement Winning Media has been paid three thousand five hundred dollars for advertising and marketing services for Troilus Gold Corp by Troilus Gold Corp. We own ZERO shares of Troilus Gold Corp. Please click here for disclaimer. Contact: Ty Hoffer Winning Media 281.804.7972 [email protected]