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.
Produtos e receita
Participação de receita por produto
Composição de receita ($23.9B)
Dados estáticos (carregando finanças em tempo real…)
Composição de segmentos e principais clientes
Detalhes do produto
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
Relações da cadeia de suprimentos
Principais Clientes
Contexto macro e de mercado
구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
Próximos catalisadores
Problemas na cadeia de suprimentos
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.
Sinais institucionais
| Instituição | Ação | Valor | Trimestre | Data de arquivamento |
|---|---|---|---|---|
| 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↓ |
Participação institucional
Base 13F · Q1 2026| Instituição | Variação | % de participação | Trim. anterior | Ações | Valor | SEC |
|---|---|---|---|---|---|---|
| Baupost Group | Nova posição | 0.47% | — | 14.2M ações | $680M | 13F |
| BlackRock | Aumentada | 2.90% | — | 87.4M ações | $4,200M | 13F |
| Vanguard | Mantida | 2.60% | — | 79.1M ações | $3,800M | 13F |
Últimas notícias
Análise IA
Clique em "Obter análise IA" para uma análise da cadeia de suprimentos de Freeport-McMoRan Inc..
Info da empresa
Score de lacuna de notícias
Atividade IB
80
Score de mídia
26
Posição na cascata
Papel na cascata
first follower
Atraso 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 cascata completaVisão geral do setor — 소재
Notícias do setor구리·희토류 구조적 수급 타이트 — 에너지 전환·AI 인프라 장기 수혜
구리 현물가
희토류 영구자석 가격
알루미늄 재고 (LME)
글로벌 철강 가동률
Temas principais
- •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 catalisadores
- ◆FCX·NEM·ALB Q1 실적 (2026.04~05)
- ◆중국 희토류 수출 쿼터 2026H1 발표