$MUX — FinTwit mentions on Surfaced

$MUX — FinTwit mentions on Surfaced

Recent mentions

30 mentions

@paola_rojasJun 29, 2026 · 4:19 AM

"Generally speaking, all the forecasting houses are foreseeing significant copper shortages to 2035 to 2050. Such, if you just look at 2035, it's as if the five biggest copper mines in the world would be switched off. That obviously creates a very interesting price scenario for copper. I would say there's certain sensitivity in terms of on the demand side to price, but there's certainly none on the supply side because bringing on a new mine takes 15, 20, in some cases, 60 years." — Michael Meding Managing Director, McEwen Copper $MUX

@paola_rojasJun 25, 2026 · 7:55 PM

China is growing its power generation capacity at an unprecedented rate, now well beyond 3,000 GW, cumulative. Meanwhile, the US has been moving very slowly. Whoever wins, massive copper requirements ahead for both. 📊 @onecarlyle $MUX $ATX $NEM https://t.co/uCLHL2xZLD

@paola_rojasJun 22, 2026 · 7:55 PM

Copper inventories at Comex warehouses are +230% YOY. If refined-copper duties are phased in from 2027, this may be just the beginning of a stockpiling frenzy. 📊 @BloombergNEF $MUX $ATX $NEM https://t.co/WbDWRxXbx0

@paola_rojasJun 15, 2026 · 4:19 AM

"Copper demand is driven by urbanization. Yes, there is some, I would say, slowing down in China, but then India is picking up significantly and, on the other hand, what we see is the electrification of vehicles has developed maybe less strong than the automotive industry thought, but it's still the way to go. All of a sudden, you have this huge AI boom. It's not only the AI data centers. If you look into the forecast, people start thinking about, okay, how much cable is in a data center? It's not about that. A data center in today's world is not calculated in teraflops, in floating operations per second. It's calculated in gigawatts in electricity use. Somebody has to bring the cable with all that electricity, and that electricity needs to be generated, whether it's nuclear, whether it's hydro, whether it's wind, whether it's solar. Everything needs copper and needs significant amount of copper. I think that over the next decades, we'll continue to see a shortage of copper." — Michael Meding Managing Director, McEwen Copper $MUX

@paola_rojasJun 9, 2026 · 4:11 AM

"I see gold going higher. Right now, it's just floating around. I could see the next stop at, could drop a bit more, but up to $7,500, and then beyond that, I'll go to Peter Schiff and Pierre Lassonde, and they're in their tens and $20,000 numbers." — @RobMcEwenMUX, Chairman and Chief Owner, McEwen $MUX

@paola_rojasMay 31, 2026 · 7:55 PM

A healthy copper price supports production growth. But one wonders, given the massive requirements... which long-term price will be sufficient to allow closing the gap. $MUX $ATX 📊 @HSBC https://t.co/9qYwS4uemX

@paola_rojasMay 20, 2026 · 7:55 PM

Among the largest copper projects not controlled by a major, over 80% are located in the Americas. If you are keen on copper, the region must be part of your portfolio. $MUX $FOM $ATX https://t.co/Cnfl0ac8Zz

@paola_rojasMay 19, 2026 · 7:55 PM

Price sensitivity can make or break a feasibility study. The top 8 in this peer group has high leverage to increases in copper prices, ~3. With such a strong trend, welcomed tailwinds. $MUX $HCH $OCO https://t.co/j2j14REU2e

@paola_rojasMay 13, 2026 · 8:00 PM

Remarkable. Chile has been producing more copper than any other country for decades. In 2024, it produced 5.3Mt, with DRC and Peru filling up the rest of the podium. Absolute leaders. But here's the thing. We must keep an eye on Argentina... it may not be in the chart just yet, but things are changing. There are a bunch of advanced copper projects in the Andes, waiting for certainty. Thanks to Milei, they are on track to get it. 📇 $MUX $BHP $LUN 📊 @VisualCap

@paola_rojasApr 8, 2026 · 7:55 PM

Chile has been producing more copper than any other country for decades. In 2024, it produced 5.3Mt, with DRC and Peru filling up the rest of the podium. PS: keep an eye on Argentina... 📊 @VCElements $MUX $FOM $ATX https://t.co/B6iWyXBCL4

@paola_rojasApr 7, 2026 · 7:55 PM

Copper supply is headed for a substantial shortfall, as few mines are approved every year. If the trajectory continues, it could become dangerous by 2040, driving prices up, thus inflationary across the board. 📊 @FT $MUX $FOM $ATX https://t.co/rFBhW6Xeo2

@paola_rojasApr 6, 2026 · 7:55 PM

Discovered copper is at an all-time low, decade over decade, both for: - total volume, currently at 8.8mt - number of discoveries, at 6 Time for copper. $MUX $FOM $ATX https://t.co/FqjNys3s7c

@paola_rojasMar 23, 2026 · 9:55 PM

Wow. Electrified transport (aka EVs and friends) made up the largest share of energy transition investment in 2025. $893 billion spent, up 21% from 2024. Massive. 📊 @BloombergNEF $MUX $FOM $ATX https://t.co/WdAKnXNCLC

@paola_rojasMar 19, 2026 · 3:40 AM

Argentine province eyes copper boom with $15-20 bln in exports by 2035 via @ReutersCommods $MUX

@paola_rojasMar 16, 2026 · 7:55 PM

Copper continues to show higher highs. The age of copper is here and prices must remain strong to secure much needed, strategic, future supply. 📊 @TaviCosta $MUX $FOM $ATX https://t.co/mp0kfrNX3O

@paola_rojasMar 11, 2026 · 9:55 PM

Battery storage is growing strongly in the US. Forecasts see 60 GW by 2027, with CAISO (California) in the lead, accounting for about one-third of the total. 📊 @SPGEnergyMetal $MUX $FOM $ATX https://t.co/ZFNzc7HKfk

@paola_rojasMar 10, 2026 · 9:55 PM

Geopolitics are upping the stakes. In an increasingly complex world, South America is seen as the West’s safest minerals bet, ranking low to medium in the resource nationalism index. 📊 @MaplecroftRisk $MUX $FOM $ATX https://t.co/gfWucD4hwS

@paola_rojasMar 5, 2026 · 7:27 PM

The future relies on copper. 📇 $PVT $MUX $NEM — Ivan Fairhall from @PivotalMetals https://t.co/w9PSoXCH5o

@paola_rojasFeb 26, 2026 · 7:19 PM

Demand for copper is just getting started. 📇 $COR $MUX $NEM — Jay Chmelauskas, @CaminoCorp https://t.co/eNbH5cxmPw

@paola_rojasFeb 23, 2026 · 6:25 AM

Bullish on Argentina's mining? 📇 $MUX $LAR https://t.co/1hfk9YY3lG

@paola_rojasFeb 19, 2026 · 7:40 PM

Copper demand is on track to break all records. Miners are positioning for strong growth. $BHP $MUX $NEM — Mike Henry, @bhp https://t.co/kBebZjGIPd

@paola_rojasFeb 17, 2026 · 7:55 PM

Steering away from risk. Just when we need more copper mines being discovered, major miners are keeping it safe by focusing on brownfields exploration. Surely this is fine. Oh wait... 📊 @SPGEnergyMetal $MUX $FOM $ATX https://t.co/gh9VYXjUYP

@paola_rojasFeb 12, 2026 · 7:16 PM

Copper exposure is essential, now and for the foreseeable future. $IVN $MUX $NEM — Robert Friedland, @IvanhoeMines_ https://t.co/XUO8G0HyyH

@paola_rojasFeb 10, 2026 · 7:55 PM

Tiny. That's what newer copper deposits look like against the giants like Collahuasi and Escondida. But not all is lost. Undeveloped projects exist, needing bold actions and clarity from governments globally. 📊 @SPGEnergyMetal $MUX $FOM $ATX https://t.co/2QsXkMpM1G

@paola_rojasFeb 8, 2026 · 7:55 PM

As data centres continue to pop up in the US, there's one looming reality. The 'material world' must go into overdrive to supply what the digital world needs. For instance, 27t of copper per MW of applied power. $MUX $FOM $ATX 📊 @CleanviewEnergy https://t.co/kX2SNY3XwB

@paola_rojasFeb 3, 2026 · 7:55 PM

Brutal. Most copper deposits discovered over the last 30+ years are not in production. In fact, the majority of these haven't progressed much. A growing issue for future demand. 📊 @SPGEnergyMetal | @synergyrescap $MUX $FOM $ATX https://t.co/kY8rvTrsuG

@paola_rojasJan 27, 2026 · 1:34 AM

Among mine $MUX $ATEX

@paola_rojasJan 14, 2026 · 7:55 PM

The US has not progressed much in terms of new copper output in recent years. Despite this, it still ranks 5th. Imagine if they start approving mothballed mines. 📊 @theprojectblue $MUX $FOM $ATX https://t.co/sXkdzfj5t5

@paola_rojasJan 11, 2026 · 7:55 PM

Compute demand is growing 4.5x per year. Twice as fast as efficiency. Meanwhile, how many new copper mines start production globally? 📊 @KobeissiLetter $MUX $FOM $ATX https://t.co/ZUORhBlpcv

@paola_rojasDec 21, 2025 · 10:45 PM

How high can copper go? 📇 $COR $MUX $ATEX https://t.co/HPobLC2A2p