Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
BHPSouthern Copper

BHP vs Southern Copper

This page compares BHP and Southern Copper. It analyses business models, financial performance, and market context, with neutral, accessible explanation of each company's strategic approach, competiti...

Why It's Moving

BHP

BHP surges to new highs on upgraded copper guidance and robust production momentum.

  • Upgraded copper production guidance for key assets like Escondida and Antamina, signaling stronger output potential amid rising demand.
  • Achieved record-high 1st half iron ore production and shipments, bolstering confidence in core operations.
  • Struck $2B infrastructure deal with BlackRock-owned GIP to fast-track growth projects by FY26 end.
Sentiment:
🐃Bullish
Southern Copper

Southern Copper Surges on Analyst Upgrades and Copper Supply Squeeze Hype

  • Wells Fargo boosted its price target to $182, citing improved copper pricing from supply scarcity and surging demand.
  • Stock rallied 4.93% for the Jan 19-23 week, breaking out of consolidation around $185 with bullish technical signals.
  • Dividend announcement on Jan 22 underscores financial strength, bolstering appeal amid optimistic sector comeback narrative.
Sentiment:
🐃Bullish

Investment Analysis

BHP

BHP

BHP

Pros

  • BHP holds a globally diversified portfolio with leading positions in iron ore, copper, and a growing presence in potash, offering exposure to multiple commodity cycles and end markets.
  • The company has demonstrated strong operational performance, rigorous cost control, and robust free cash flow generation, supporting consistent dividend payments and shareholder returns.
  • BHP’s recent acquisition of Oz Minerals and ongoing investment in the Jansen potash project signal strategic growth in key commodities beyond its traditional iron ore and copper focus.

Considerations

  • BHP’s earnings remain highly sensitive to commodity price swings, particularly in iron ore and copper, exposing investors to significant cyclical volatility.
  • The recent placement of its nickel business on care and maintenance due to weak prices highlights risks from shifting market dynamics in certain metals.
  • Despite its scale, BHP faces rising regulatory scrutiny, environmental pressures, and potential higher capital costs linked to decarbonisation and social licence to operate.
Southern Copper

Pros

  • Southern Copper is one of the world’s lowest-cost copper producers, benefitting from large, long-life reserves primarily in Peru and Mexico, underpinning its margin resilience.
  • The company’s operations are tightly integrated from mine to smelter, providing control over production costs and supply chain efficiencies in a critical industrial metal.
  • Southern Copper’s focus on copper, molybdenum, and zinc aligns with global electrification and renewable energy trends, positioning it as a key supplier in energy transition markets.

Considerations

  • Southern Copper’s geographic concentration in Latin America exposes it to elevated political, regulatory, and social risks, including potential operational disruptions and community relations challenges.
  • The company’s stock exhibits higher volatility than many peers, reflecting its narrower commodity focus and sensitivity to copper price fluctuations.
  • Southern Copper’s growth options are somewhat limited compared to diversified majors, with fewer near-term major project pipelines beyond its existing asset base.

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BHP (BHP) Next Earnings Date

BHP Group's next earnings date is 17 February 2026 at approximately 8:00 AM Melbourne time, as per the company's official financial calendar. This report will cover results for the half year ended 31 December 2025. Third-party estimates vary slightly around mid-February, aligning with BHP's historical H1 reporting pattern.

Southern Copper (SCCO) Next Earnings Date

Southern Copper Corp (SCCO) is estimated to report its next earnings on February 11, 2026, covering the fourth quarter of 2025. This date is projected based on the company's historical reporting patterns, as no official confirmation has been announced yet. Investors should monitor for updates, as estimates can shift closer to the release.

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