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America's Copper Advantage: Tariffs Reshape The Market

The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 31

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SCCO

Southern Copper Corp.

SCCO

Current price

$95.87

FCX

Freeport-McMoRan Inc.

FCX

Current price

$42.36

CENX

Century Aluminum Co

CENX

Current price

$23.26

About This Group of Stocks

1

Our Expert Thinking

The 50% tariff on copper imports creates a protective shield for American producers, potentially boosting their margins and market share. This policy shift makes foreign competition less attractive whilst securing domestic access to quality scrap materials, positioning U.S. copper companies for improved profitability.

2

What You Need to Know

This group focuses on domestic copper fabricators and refiners who transform raw materials into semi-finished products. The tariffs specifically target manufactured goods rather than raw materials, creating a strategic advantage for companies that process copper within the United States.

3

Why These Stocks

These companies were handpicked by professional analysts for their direct exposure to the tariff benefits. Each operates in the U.S. copper value chain and stands to gain from reduced foreign competition and improved access to domestic scrap materials under the new trade policies.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+6.52%

Group Performance Snapshot

6.52%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 6.52% over the next year.

9 of 13

Stocks Rated Buy by Analysts

9 of 13 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

Policy Protection in Action

These companies now operate behind a 50% tariff wall, giving them a significant competitive edge over foreign rivals. It's a rare chance to invest in businesses directly shielded by government policy.

📈

Margin Expansion Opportunity

With imports becoming less competitive, domestic producers can potentially command higher prices whilst maintaining market share. This could translate into improved profit margins across the sector.

Market Disruption Advantage

The 19.5% drop in copper futures signals major market shifts, creating opportunities for nimble domestic players. These companies are positioned to capitalise on the changing competitive landscape.

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