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Tariff-Proof Copper? Why Freeport May Have the Edge Over Southern Copper
Copper is on a tear — and Washington just raised the stakes. With the US preparing to impose steep tariffs on imported copper, the market is quickly changing from a supply-demand story into one increasingly driven by politics and policy. And because more than half of America’s copper needs are met through imports, the stakes couldn’t be higher. This shift isn’t just about higher prices. It’s also about a shifting competitive landscape. Producers that once relied on cost advantages could soon find themselves on the defensive, while US-based miners could move to the forefront. For investors, it’s a moment ... (full story)