Miners Poised to Do Well in 2026 -- Market Talk

Dow Jones12-09

2201 GMT - Next year is likely to be a strong one for mining stocks, according to Jefferies analysts. They highlight supply constraints in key commodities including copper and aluminum. Demand is expected to be resilient, and the impact of Fed rate cuts should result in earnings upgrades, the analysts say in a note. "All things considered, we are bullish on the miners, and we expect share prices for most of our coverage to rise over the next year," they say. That said, "idiosyncratic factors should also be important for each of our top picks--Freeport, Glencore, Anglo and Alcoa." Freeport should benefit from a recovery in production at its Grasberg mine. For Anglo, there are a number of drivers, including plans to offload its diamonds, met coal and nickel businesses and merge with Teck Resources. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

December 08, 2025 17:01 ET (22:01 GMT)

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That said, \"idiosyncratic factors should also be important for each of our top picks--Freeport, Glencore, Anglo and Alcoa.\" Freeport should benefit from a recovery in production at its Grasberg mine. For Anglo, there are a number of drivers, including plans to offload its diamonds, met coal and nickel businesses and merge with Teck Resources. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2025 17:01 ET (22:01 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Miners Poised to Do Well in 2026 -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMiners Poised to Do Well in 2026 -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-09 06:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  2201 GMT - Next year is likely to be a strong one for mining stocks, according to Jefferies analysts. They highlight supply constraints in key commodities including copper and aluminum. Demand is expected to be resilient, and the impact of Fed rate cuts should result in earnings upgrades, the analysts say in a note. \"All things considered, we are bullish on the miners, and we expect share prices for most of our coverage to rise over the next year,\" they say. That said, \"idiosyncratic factors should also be important for each of our top picks--Freeport, Glencore, Anglo and Alcoa.\" Freeport should benefit from a recovery in production at its Grasberg mine. For Anglo, there are a number of drivers, including plans to offload its diamonds, met coal and nickel businesses and merge with Teck Resources. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 08, 2025 17:01 ET (22:01 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2272731782.SGD","symbol_name":"Allianz Global Intelligent Cities AM Dis H2-SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2590369383","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590369383","pubTimestamp":1765231260,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2201 GMT - Next year is likely to be a strong one for mining stocks, according to Jefferies analysts. 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They highlight supply constraints in key commodities including copper and aluminum. Demand is expected to be resilient, and the impact of Fed rate cuts should result in earnings upgrades, the analysts say in a note. \"All things considered, we are bullish on the miners, and we expect share prices for most of our coverage to rise over the next year,\" they say. That said, \"idiosyncratic factors should also be important for each of our top picks--Freeport, Glencore, Anglo and Alcoa.\" Freeport should benefit from a recovery in production at its Grasberg mine. For Anglo, there are a number of drivers, including plans to offload its diamonds, met coal and nickel businesses and merge with Teck Resources. 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