HBM Hudbay Minerals Inc.

$HBM Crazy...so inventory is high. Copper will continue to be in short supply. The price is not over $6 for the heck of it. Just the whole power infrastructure upgrade is enough to be bullish...and that is just the U.S. As AI is built out throughout the world and infrastructure upgrades happen, copper is in play. Remember, HBM is suppose to DOUBLE production over the next 5 years.

HudBay Minerals shares fell sharply after a dramatic reversal in global copper prices triggered broad selling across copper miners. Three-month copper on the London Metal Exchange retreated sharply after reaching record highs earlier in the session, as reports indicated the White House had not yet decided whether to impose tariffs on refined copper imports. Concerns that higher copper prices could raise manufacturing costs and weaken industrial demand added to the selling pressure. As a copper-focused producer with operations in Canada, Peru and the U.S., HudBay is particularly sensitive to copper prices because the metal accounts for most of its revenue. The tariff uncertainty introduced another risk to the commodity’s near-term outlook, prompting investors to quickly reassess copper-linked miners. Other producers also came under pressure as the decline in copper spread across the sector. $HBM