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An American miner unusually cheaper than its London rivals

The metals giant has been held back by permitting issues in the past but is now ready to profit from the copper boom
An American miner unusually cheaper than its London rivalsPublished on September 5, 2024

'Scant coverage' is usually a phrase best left to the Daily Mail’s sidebar of shame, but in the world of mining it can be very illuminating. 

Tip style
Growth
Risk rating
Medium
Timescale
Long Term
Bull points
  • World's top copper producer
  • Expansion opportunities at Grasberg and elsewhere
  • Gold production protects against weaker copper price
Bear points
  • Highly dependent on one mine 
  • Potential political issues in Indonesia 

Last week, BHP (BHP) predicted that the global copper market would remain in surplus for 2024 and 2025, but said this would "only provide scant coverage against anticipated deficits in the latter half of this decade”. 

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