Iran Conflict a Tailwind For Mining Stocks -- Market Talk

Dow Jones03-03 12:45

0445 GMT - Metals and mining stocks should continue to outperform due to the war in Iran, Jefferies says. The conflict creates supply chain risks and could raise mining cost curves due to higher energy prices, it says. There could also be a need to stockpile some minerals, including copper, in case the conflict escalates, Jefferies says. Even if there is a quick resolution, geopolitical risk will likely remain elevated while the dollar could weaken again--positive tailwinds for commodities. If the conflict is prolonged, it risks stoking inflation and could result in more metals demand for artillery and reconstruction, says Jefferies. "The bottom line is that we reiterate our bullish view on the sector, with Freeport, Glencore, Anglo American and possibly Alcoa (depending on duration of the war) as top picks," it says. (rhiannon.hoyle@wsj.com; @RhiannonHoyle)

(END) Dow Jones Newswires

March 02, 2026 23:45 ET (04:45 GMT)

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If the conflict is prolonged, it risks stoking inflation and could result in more metals demand for artillery and reconstruction, says Jefferies. \"The bottom line is that we reiterate our bullish view on the sector, with Freeport, Glencore, Anglo American and possibly Alcoa (depending on duration of the war) as top picks,\" it says. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2026 23:45 ET (04:45 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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>Iran Conflict a Tailwind For Mining Stocks -- 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\">\nIran Conflict a Tailwind For Mining Stocks -- 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\">2026-03-03 12:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0445 GMT - Metals and mining stocks should continue to outperform due to the war in Iran, Jefferies says. The conflict creates supply chain risks and could raise mining cost curves due to higher energy prices, it says. There could also be a need to stockpile some minerals, including copper, in case the conflict escalates, Jefferies says. Even if there is a quick resolution, geopolitical risk will likely remain elevated while the dollar could weaken again--positive tailwinds for commodities. If the conflict is prolonged, it risks stoking inflation and could result in more metals demand for artillery and reconstruction, says Jefferies. \"The bottom line is that we reiterate our bullish view on the sector, with Freeport, Glencore, Anglo American and possibly Alcoa (depending on duration of the war) as top picks,\" it says. (rhiannon.hoyle@wsj.com; @RhiannonHoyle) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 02, 2026 23:45 ET (04:45 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"LU0310800379.SGD","symbol_name":"FTIF - Templeton Global A Acc SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2616397216","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616397216","pubTimestamp":1772513100,"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":"0445 GMT - Metals and mining stocks should continue to outperform due to the war in Iran, Jefferies says. 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The conflict creates supply chain risks and could raise mining cost curves due to higher energy prices, it says. There could also be a need to stockpile some minerals, including copper, in case the conflict escalates, Jefferies says. Even if there is a quick resolution, geopolitical risk will likely remain elevated while the dollar could weaken again--positive tailwinds for commodities. If the conflict is prolonged, it risks stoking inflation and could result in more metals demand for artillery and reconstruction, says Jefferies. \"The bottom line is that we reiterate our bullish view on the sector, with Freeport, Glencore, Anglo American and possibly Alcoa (depending on duration of the war) as top picks,\" it says. 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