Digging the Dirt: Copper Rally, Steel Leaders, Miner Pipelines: BI Replay

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Duration: 27 Minutes

Original Date: July 28, 2026

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"Digging the Dirt" this week will examine copper's commodity backdrop, with the average LME price up 30% vs. 2025, what's driving the rally and how the rest of 2026 may shape up, including read-throughs from recent Freeport and Teck earnings. Also up for discussion will be US steel earnings reported so far this season, with Nucor and ArcelorMittal vying for the top performance spot after year-to-date surges of more than 50%, alongside diversified miners' project pipelines, supply-growth signals and capital-allocation discipline.

Digging the Dirt: Copper Rally, Steel Leaders, Miner Pipelines: BI Replay

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