Copper Skyrockets, Algoma’s Massive Layoffs, & Barrick’s Gold Shakeup

Описание: This week on Investor Breakout Weekly Insight, CEM Portfolio Manager, Ryan Iverson, breaks down major moves across global commodities, Canadian manufacturing, and the gold sector’s next potential shakeup.

• Copper smashes all-time highs: Prices surged past USD$11,000 per tonne as supply disruptions, tightening inventories, and accelerating demand from electrification, EVs, renewables, and data centers push the market into a structural deficit. Copper is up nearly 30% YTD, but is this still the early phase of the cycle?

• Algoma cuts 1,000+ jobs: Hit by 50% U.S. steel tariffs and nearly $500 million in quarterly losses, Algoma Steel (TSX: ASTL | NASDAQ: ASTL) is fast-tracking its shift to electric arc furnaces. The move could modernize operations but it’s a major shock for Sault Ste. Marie and raises a bigger question: how fast can legacy steelmakers adapt when trade shocks hit?

• Barrick considers a North American IPO: After years of trading at a discount due to higher-risk international assets, Barrick Mining (NYSE: B | TSX: ABX) is weighing a minority spinout of its North American mines. Activist investors want a full breakup, while others see potential for a future mega-merger with Newmont. Will a partial IPO unlock value, or is a bigger structural reset needed?

From record-breaking commodities to industry-wide transitions and gold-sector shakeups, this episode dives into the forces reshaping markets right now.

Chapters
0:00 - Introduction
0:15 - Record Copper Run
1:33 - Algoma Cuts
2:57 - Barrick IPO
4:18 - Outro

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