Wednesday, October 8, 2025

BHP CEO On CNBC: AI Boom Boosts Copper Demand -- October 8, 2025

Locator: 49326COPPER. 

World's largest mining company; Australian. 

Copper: traditional growth but now AI demand.

Copper demand to grow 70% by 2050.

Resolution Mine.

  • fits and starts.
  • has Trump's support.
  • a $10-billion FID.

In the US, a huge problem to open a new mine. Incredibly important for US government to become a partner with these mining companies but this CEO has concerns with an administration picking winners and losers.

Ticker SCCO: looked "severe" yesterday; pre-market today, looks better. The one-year chart: up 16%. Pays 2%+.