Freeport-McMoRan Inc.
FCXsupplierFreeport-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.
製品と売上
製品別売上シェア
売上内訳 ($23.9B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Mined and refined copper from Grasberg, Morenci, and Cerro Verde
Gold production primarily from Grasberg underground mine
Molybdenum byproduct from copper mining operations
Silver, cobalt, and other byproducts
サプライチェーン関係
マクロ・市場概況
구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
次の主要イベント
サプライチェーン問題
미국 전력망 현대화 및 AI 데이터센터 구리 배선 수요로 구리 LME 가격 $10,500/톤 돌파. FCX Grasberg 추가 채굴 허가 신청.
Grasberg 지하 DMLZ·GBC 광구 풀 생산 돌입. 2026년 구리 생산 목표 39만 톤으로 +8% YoY 상향.
인도네시아 정부 FCX 현지 정련 의무 비율 상향 요구. 수출 면허 조건 강화 협상 장기화 시 단기 출하 차질 우려.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| BlackRock | accumulating | $94M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $54M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $79M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $115M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $178M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.6B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $93M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $345M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $94M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $101M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $22M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $400M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $16M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $458M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $102K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $81M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $350K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $238K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $58M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $262K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $28M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $118M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $36M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $5.9B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $160M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $19K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $407M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $3.2B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $1.5B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $9M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $63M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $4M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $275K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $14M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $46M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $357M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $243M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $125M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $27M | 2025.12 | 2026-02-17↓ |
機関保有状況
13F基準 · Q1 2026| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Baupost Group | 新規取得 | 0.47% | — | 14.2M株 | $680M | 13F |
| BlackRock | 増加 | 2.90% | — | 87.4M株 | $4,200M | 13F |
| Vanguard | 維持 | 2.60% | — | 79.1M株 | $3,800M | 13F |
最新ニュース
AI分析
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企業情報
ニュースギャップスコア
機関活動
80
メディアスコア
26
カスケードポジション
カスケード内の役割
first follower
典型的な遅延
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.
完全なカスケードを見るセクター概況 — 소재
セクターニュース구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
主要テーマ
- •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
次の主要イベント
- ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
- ◆중국 희토류 수출 쿼터 2026H1 발표