$RIO — FinTwit mentions on Surfaced

$RIO — FinTwit mentions on Surfaced

Recent mentions

24 mentions

@yasutaketinMay 20, 2026 · 6:47 AM

$RIO リオ・ティント鉄鉱石、アルミニウム、銅などを主力とする、世界最大級の英豪系資源メジャー。高値ブレイク後に調整。銅や鉄鉱石などの鉱山銘柄は、どっちかというと買い場じゃないかと思ってる。 https://t.co/g2cKelAhCM

@yasutaketinMay 20, 2026 · 5:14 AM

【焦点】鉱業株に急ピッチで資金流入、運用大手は「スーパーサイクル」期待 $BHP $RIO （5/1）・人工知能（AI）インフラ投資、防衛支出の増加、およびテック株からの資金移動により、鉱業・金属セクターへ数年ぶりの急ペースで資金が流入している。・大手の資産運用担当者からは、同セクターが「スーパーサイクル」の初期段階にあるとの指摘が出ている。・調査会社ETFGIのデータによると、鉱業株ETFの運用資産残高は3月31日時点で874億ドルとなり、前年同期の370億ドルから倍以上に拡大した。・鉱業株は第1四半期に82億4000万ドルの買い越しとなり、前年同期の25億2000万ドルの売り越しから大幅に反転した。・有形資産への資金循環が史上まれに見る速さで進んでおり、石油・天然ガスや農業セクターにも大量の資金が流入している。・ブラックロックのポートフォリオマネジャー、エビー・ハンブロ氏は、電力網、データセンター、EV関連などの設備投資急増が、経済を「資材集約型」に変化させていると分析する。・かつての中国の都市化によるブームとは異なり、今回のサイクルはAI、電動化、防衛など需要の分散が進んでいるため、底堅いと評価されている。・一方でアナリストや投資家は、金属市場が株式・債券市場と比較して小規模であるため、供給網のボトルネックによる価格の急変動リスクを警告している。・工業金属への資金流入が目立つ一方、金（ゴールド）は高値警戒感から利益確定の売りが出ており、バンエック金鉱株（GDX）ETFからは3月だけで7億1000万ドルが流出した。・投資家は、伝統的な安全資産である金よりも、エネルギー安全保障やインフラ投資に関連する銅、鉄鋼、レアアースといった実体経済の需要増に賭けている状況がある。 https://t.co/d35WqSLGPx

@convertbondMay 13, 2026 · 2:59 PM

YTD Hard Assets vs. Financial Assets BHP Group $BHP +53% Rio Tinto $RIO +43% Vale $VALE +32% Alcoa $AA +28% vs. Mag7 MAGS +5% Bloomberg data.

@convertbondMay 6, 2026 · 3:59 PM

2026 - Hard Assets vs. Financial Assets BHP Group $BHP +42% Rio Tinto $RIO +35% Nuclear $URNM +23% Aluminum $AA +18% Copper $COPX +16% Coal $COAL +13% vs Mag7 $MAGS +3% Facebook $META -7% Microsoft $MSFT -14% Bloomberg

@paola_rojasApr 17, 2026 · 2:04 AM

Lithium and Argentina: this might be a bit controversial. $LAR $RIO — Luis Saenz, @synergyrescap https://t.co/GGrbq84Pqd

@paola_rojasMar 12, 2026 · 9:35 PM

Energy Transition ETFs. Today: $PICK iShares MSCI Global Metals & Mining Producers It provides exposure to a basket of producers and developers, excluding gold and silver. This one is part of the BlackRock family of ETFs. In figures - Net assets are $1.94 billion - Expense ratio is 0.39% - Dividend yield is 2.09% - 240 holdings When we look at the top holdings, we see diversified miners like $BHP and $RIO but also niche allocations like REEs $LYC $MP lithium $LAC and others, albeit not on the top 10. Their perspective is global.

@paola_rojasMar 11, 2026 · 12:05 AM

BREAKING: Rio Tinto secures $1.18 billion financing for lithium project in Argentina's Lithium Triangle per @ReutersCommods ▣ $RIO

@investmentguru_Feb 27, 2026 · 3:35 PM

Copper play in market if you looking for $FCX Major producer $BHP Mega cap miners $SCCO low cost producer $TECK Mid cap $RIO Diversified miners $COPX ETF $ARG Canadian copper company

@blackpanthercapFeb 25, 2026 · 8:13 PM

While $IREN, $NBIS, $CIFR, $WULF, $META, $GOOG, $AMZN & $MSFT build and scale their data centers. The demand for copper is set to 6x. Copper stocks to watch: > $SCCO > $IE > $HBM > $TECK > $BHP > $RIO > $NEM > $ERO > $ASCU Note: this is not financial advice. https://t.co/TFqkc06T9z

@paola_rojasFeb 22, 2026 · 7:36 PM

Hey hey! $RIO plans to invest $1 billion annually over three years to boost lithium output in Canada and Argentina. Meanwhile, how much are you planning to invest?

@investmentguru_Feb 20, 2026 · 3:57 AM

Here’s how I’m looking at sector leaders 👇 Critical Minerals (Lithium, Nickel, Graphite) $CRML $ALB $LAC $VALE $UAMY Rare Earth Elements (NdPr Magnets, Strategic Materials) $MP $UUUU $AREC Copper – Electrification Backbone $FCX $RIO $SCCO Silver & Gold – Hard Asset Hedge + Industrial Demand $NEM $PAAS $WPM Semiconductors – The Brain of AI $NVDA $AMD $AVGO $TSM $AMAT Data Centers – AI Factories $EQIX $DLR $VRT Robotics & Automation $ABB $TSLA $RR $ROK $BOTZ Nuclear & Energy – Baseload for AI Grids $OKLO $CCJ $BWXT $CEG $NLR Drones & Autonomous Systems $AVAV $ONDS $KTOS $PSN Space Infrastructure – Satellites & Launch $RKLB $LUNR $ASTS $RDW AI isn’t just software. It’s chips, power plants, copper, rare earth magnets, satellites, robotics, and data centers. Own the infrastructure. NOT A FINANCIAL ADVICE

@jasonl_capitalFeb 19, 2026 · 1:41 AM

Buying copper today is like buying gold at $2,000/oz before it ran to $5,000. AI data centers use 10x the electrical load of traditional facilities. EVs need 4x more copper than gas cars. Grid infrastructure is decades behind. Supply can't keep up. Ore grades are declining, new mines take 10+ years to permit, and the deficit is projected to hit 10 million tons by 2040. At $5.90/lb today, this is still early. 5 copper names I'm watching: 1. $FCX - Largest publicly traded copper miner 2. $SCCO - Highest margins in the industry 3. $TECK - Pure-play copper after spinning off coal 4. $RIO - Scaling copper production through 2030 5. $BHP - Top global producer by volume Bonus: $COPX - Global X Copper Miners ETF for broad exposure The electrification trade runs through copper. Every cable, every transformer, every data center. This metal is the backbone of everything being built right now.

@moninvestorFeb 16, 2026 · 1:40 AM

$BHP the world's largest mining company, is seeing strong growth driven by copper demand. CEO Mike Henry explained on CNBC few months ago that copper needs are accelerating due to multiple factors working together: > traditional economic and population growth. > newer demands from the energy transition. > AI data centers, and electric vehicles. The company expects global copper demand to grow by up to 70% by 2050, making it an increasingly valuable commodity. New copper deposits are becoming harder to find and more expensive to develop, which creates great opportunities for the whole sector. BHP has a major project called Resolution mine in Arizona that could supply 25% of US copper demand for decades once operational. This project has received support from the Trump administration and represents a potential $10 billion investment, though it's still working through some legal challenges and needs extensive exploration work costing hundreds of millions before a final decision. The US government is focused on securing critical mineral supply chains, viewing copper as essential for national security. I still believe ETFs are the best way to invest in the whole sector: $COPX, $ICOP, and $COPP. Large established players: $BHP, $SCCO, $FCX, $TECK, and $RIO. Smaller, high-risk growth plays: $NAK, $WRN & $IVN, $ERO.

@yasutaketinFeb 4, 2026 · 6:56 AM

【銅の生産量企業ランキング】（銅鉱山の持分生産量ベース、2024年、含有銅：千トン）・1位 $BHP BHP：1,497（約1.50Mt）・2位 Codelco：1,421（約1.42Mt）・3位 $FCX Freeport-McMoRan：1,253（約1.25Mt）・4位 Glencore：1,009（約1.01Mt）・5位 $SCCO Southern Copper：986（約0.99Mt）・6位 Zijin：829（約0.83Mt）・7位 $RIO Rio Tinto：650（約0.65Mt）・8位 Anglo American：540（約0.54Mt）・9位 KGHM：534（約0.53Mt）・10位 Nornickel：466（約0.47Mt）注：鉱山の「持分」生産（権益比率按分）で、会社の公表値（連結ベース等）とズレる場合あり。精錬銅（製錬）ベースのランキングは別指標。

@mrmikeinvestingFeb 1, 2026 · 11:09 PM

This precious metal has been completely overlooked by many, but wont be for long… That is #Copper, & it is currently breaking out of a 20+ year resistance. AI is ran by power, & this power is run directly by Copper. These Copper related names will be the first to rocket higher: $FCX ~ Freeport-McMoRan $SCCO ~ Southern Copper $TECK ~ Teck Resources $COPX ~ Global Copper ETF $RIO ~ Rio Tinto $BHP ~ BHP Group $PWR ~ Quanta Services Do not miss your opportunity to strike on this upcoming copper super cycle. Save this post to look back on later…

@stocksavvyshayFeb 1, 2026 · 5:26 PM

$AMZN bought U.S.-mined copper for the first time in over a decade securing supply from $RIO Johnson Camp mine in Arizona for AWS data centers. As AI drove power demand higher, copper has become the next hard constraint. https://t.co/o9kKAbcjgC

@jasonl_capitalJan 26, 2026 · 11:15 AM

5 Stocks to consider if a copper shortage is coming in 2026: • $FCX - Freeport-McMoRan • $SCCO - Southern Copper Corporation • $BHP - BHP Group • $RIO - Rio Tinto • $TECK - Teck Resources Many stocks are up double digits in the premarket this morning.

@yasutaketinJan 26, 2026 · 5:17 AM

インフレヘッジとして何らかの金融資産を持つ必要がある。 $VALE $RIO $BHP のような高配当資源株が良いと思う。 $OKE のような高配当パイプライン銘柄も好き。

@jasonl_capitalJan 26, 2026 · 12:29 AM

@KobeissiLetter For those wondering copper mining stocks below 👇🏻 $BHP $THB $ERO $TMQ $FCX $RIO

@mrmikeinvestingJan 25, 2026 · 3:47 PM

Critical metals are already facing shortages, & this will continue to worsen until 2030… These stocks below will be directly benefited. Copper: - Freeport McMoRan ~ $FCX - Hudbay Minerals ~ $HBM - Southern Copper ~ $SCCO - BHP ~ $BHP - Rio Tinto ~ $RIO - Ivanhoe Electric ~ $IE - Ero Copper ~ $ERO Graphite & Antimony: - NovoNix ~ $NVX - Nouveau Monde ~ $NMG - Westwater resources ~ $WWR - Nova Minerals ~ $NVA - U.S. Antimony ~ $UAMY Gallium: - Rio Tinto ~ $RIO - Alcoa ~ $AA - American Resources ~ $AREC - Element 25 ~ $ELMTF Rare Earths, Separation, & Magnets: - MP Materials ~ $MP - USA Rare Earth ~ $USAR - Idaho Strategic Resources ~ $IDR - Energy Fuels ~ $UUUU - Materion ~ $MTRN - Texas Minerals ~ $TMRC Cobalt: - Glencore PLC ~ $GLNCY - Electra Battery ~ $ELBM Vanadium: - Largo ~ $LGO Tungsten: - Alamonty Industries ~ $ALMTF This is your chance to catch the wave, & benefit from the ongoing metal supply issue…

@investmentguru_Jan 24, 2026 · 4:05 PM

Copper play in market if you looking for $FCX Major producer $BHP Mega cap miners $SCCO low cost producer $TECK Mid cap $RIO Diversified miners $COPX ETF $ARG Canadian copper company Bullish Macro Tailwinds for Copper •Structural Demand Growth: EVs, renewable energy, grid build‑outs, AI data centers, and electrification all require significantly more copper — often multiples versus traditional uses. •Supply Constraints: New mine development lead times are long (often ~15–20 years), and existing mine depletion is real. Global copper supply growth lags forecast demand growth. •Tight Global Market: Analysts see refined copper deficits through 2026 and beyond, supporting price stability or further upside

@investmentguru_Jan 15, 2026 · 11:11 AM

Critical Minerals Stocks to Watch as Supply Chains Go Strategic. Rare Earth Elements & Multi-Resource $MP, $IDR, $USAR $CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX Graphite $NVX, $NMG, $WWR Antimony $NVA, $UAMY Beryllium $MTRN Copper $SCCO, $IE, $TGB, $ERO, $HBM, $TMQ, $FCX Uranium $LEU, $URG, $UUUU, $DNN, $UEC, $ISOU, $AEC, $NXE, $UROY, $EU, $CCJ Cobalt & Silver $GLNCY, $ELBM Lithium $ALB, $LAC, $SGML, $IONR, $SQM, $RIO, $ATLX, $SLI This is about resource security, domestic supply, and strategic control. Critical minerals are becoming the backbone of energy, defense, and advanced manufacturing—and markets are starting to price that in.

@ftr_investorsJan 9, 2026 · 8:43 AM

$RIO $GLEN Rio Tinto is in early talks to buy Glencore in a potential all-share deal that would create the world’s largest mining company 🌍⛏️, driven by a push to expand copper exposure. Rio Tinto + Glencore: Boom or bust? 🤔 https://t.co/85fPDxWFFy

@convertbondDec 11, 2025 · 5:08 PM

Hard Assets, Financial Repression, Regime Change $RIO > $AMZN Amazon since 2021 *File under things you will NOT hear on CNBC. Bloomberg terminal data. https://t.co/AmJ10k3gnA