Flowvium
Volver al Explorador

Freeport-McMoRan Inc.

FCXsupplier

Freeport-McMoRan is the world's largest publicly traded copper producer, operating major mines in Arizona, Peru, Chile, and Indonesia including the massive Grasberg underground mine.

Compartir:
⇄ Compare

Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($23.9B)

Datos estáticos (cargando finanzas en tiempo real…)

North America Copper (30%)
South America Copper (18%)
Indonesia (Grasberg) (42%)
Molybdenum & Other (10%)

Composición de segmentos y clientes principales

Detalles del producto

Copper Concentrate & Cathode70%

Mined and refined copper from Grasberg, Morenci, and Cerro Verde

Gold18%

Gold production primarily from Grasberg underground mine

Molybdenum8%

Molybdenum byproduct from copper mining operations

Other Metals4%

Silver, cobalt, and other byproducts

Relaciones en la Cadena de Suministro

Competidores

Newmont Corporation

Gold mining

Impacto: Medium — competitor in gold production

Clientes Clave

Nucor Corporation

Copper for industrial alloys

Impacto: Low — metals market relationship

Socios

Air Products and Chemicals, Inc.

Industrial gases for smelting

Impacto: Low — operational input supplier

Contexto macro y de mercado

소재Noticias del sector

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Próximos catalizadores

◆FCX·NEM·ALB Q1 실적 (2026.04~05)◆중국 희토류 수출 쿼터 2026H1 발표◆LME 구리 재고 월간 업데이트

Problemas de cadena de suministro

★ 기회AI 데이터센터·전력망 구리 수요 급증 — 가격 반등
2026-04

미국 전력망 현대화 및 AI 데이터센터 구리 배선 수요로 구리 LME 가격 $10,500/톤 돌파. FCX Grasberg 추가 채굴 허가 신청.

↑ 생산 확대인도네시아 Grasberg 광산 지하 채굴 램프업
2026-03

Grasberg 지하 DMLZ·GBC 광구 풀 생산 돌입. 2026년 구리 생산 목표 39만 톤으로 +8% YoY 상향.

⚡ 리스크인도네시아 광산 수출 면허 갱신 협상 진행 중
2026-02

인도네시아 정부 FCX 현지 정련 의무 비율 상향 요구. 수출 면허 조건 강화 협상 장기화 시 단기 출하 차질 우려.

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
BlackRockaccumulating$94M2024.062024-08-13↑
BlackRockaccumulating$54M2024.062024-08-13↑
BlackRockaccumulating$79M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$10M2024.062024-08-13↓
BlackRockaccumulating$115M2024.062024-08-13↑
BlackRockaccumulating$178M2024.062024-08-13↑
BlackRockaccumulating$1.6B2024.062024-08-13↑
BlackRockaccumulating$1.5B2024.062024-08-13↑
BlackRockaccumulating$93M2024.062024-08-13↑
BlackRockaccumulating$345M2024.062024-08-13↑
BlackRockaccumulating$94M2024.062024-08-13↑
BlackRockaccumulating$101M2024.062024-08-13↑
BlackRockaccumulating$22M2024.062024-08-13↑
BlackRockaccumulating$400M2024.062024-08-13↑
BlackRockaccumulating$16M2024.062024-08-13↑
BlackRockaccumulating$458M2024.062024-08-13↑
BlackRockreducing$14M2024.062024-08-13↓
BlackRockreducing$3M2024.062024-08-13↓
BlackRockreducing$102K2024.062024-08-13↓
BlackRockaccumulating$81M2024.062024-08-13↑
BlackRockreducing$350K2024.062024-08-13↓
BlackRockreducing$238K2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockaccumulating$58M2024.062024-08-13↑
BlackRockreducing$4M2024.062024-08-13↓
BlackRockreducing$262K2024.062024-08-13↓
BlackRockaccumulating$28M2024.062024-08-13↑
Vanguard Groupaccumulating$118M2025.122026-01-29↑
Vanguard Groupaccumulating$36M2025.122026-01-29↑
Vanguard Groupaccumulating$5.9B2025.122026-01-29↑
Vanguard Groupaccumulating$160M2025.122026-01-29↑
Vanguard Groupaccumulating$19K2025.122026-01-29↑
Vanguard Groupaccumulating$407M2025.122026-01-29↑
State Streetaccumulating$3.2B2025.122026-02-13↑
Wellington Managementaccumulating$1.5B2025.122026-02-17↑
Wellington Managementreducing$9M2025.122026-02-17↓
Wellington Managementaccumulating$63M2025.122026-02-17↑
Wellington Managementreducing$4M2025.122026-02-17↓
Wellington Managementreducing$275K2025.122026-02-17↓
Wellington Managementreducing$14M2025.122026-02-17↓
Wellington Managementreducing$46M2025.122026-02-17↓
FMR (Fidelity)accumulating$357M2025.122026-02-17↑
FMR (Fidelity)accumulating$243M2025.122026-02-17↑
FMR (Fidelity)accumulating$125M2025.122026-02-17↑
FMR (Fidelity)reducing$27M2025.122026-02-17↓

Propiedad institucional

Base 13F · Q1 2026
InstituciónCambio% participaciónTrim. anteriorAccionesValorSEC
Baupost GroupNueva posición0.47%—14.2M acciones$680M13F
BlackRockAumentada2.90%—87.4M acciones$4,200M13F
VanguardMantenida2.60%—79.1M acciones$3,800M13F
Participación total rastreada: 5.97%Valor total: $8,680MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Freeport-McMoRan Inc. impulsado por IA.

Información de la Empresa

Sede Central

Phoenix, Arizona, USA

Fundación

1912

Empleados

27,000+

Sitio Web

fcx.com

Puntuación de Brecha Informativa

Puntuación de Brecha71
Brecha BajaBrecha Alta

Actividad Institucional

80

Puntuación de Medios

26

Posición en Cascada

Rol en la Cascada

first follower

Retraso Típico

1-3 trading days

Copper is the broadest electrification metal — every EV, wind turbine, and data center cooling system requires it. FCX re-rates alongside lithium when the energy transition demand narrative strengthens, as both are driven by the same fundamental tailwinds.

Ver Cascada Completa

Estado del sector — 소재

Noticias del sector

구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜

구리 현물가

$9,850/t

희토류 영구자석 가격

$82/kg (NdFeB)

알루미늄 재고 (LME)

450K t (5년 최저)

글로벌 철강 가동률

72%

Temas clave

  • •구리 — EV 배선·AI 데이터센터·전력망 수요 3중 수혜 (FCX·SCCO)
  • •희토류 — 중국 수출 통제 리스크 vs 미국 국내 채굴 보조금
  • •리튬 가격 반등 신호 — 과잉공급 해소 후 2026H2 회복 전망

Próximos catalizadores

  • ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
  • ◆중국 희토류 수출 쿼터 2026H1 발표