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KGHM POLSKA MIEDZ ZY 10

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Commented by Stefan Feulner on August 25th, 2026 | 09:10 CEST

BHP Group, Power Metallic Mines and KGHM Polska Miedź: A Revaluation Within Reach

PGMs
Copper
Electrification
geopolitics

Copper is becoming a strategic bottleneck. Power grids, data centers, electric mobility, and defense are driving demand, while new mines take years to reach production. Major producers are therefore searching for additional deposits and new extraction methods. Projects that contain several scarce metals in addition to copper are becoming particularly attractive. Three companies demonstrate the various ways investors can capitalize on this trend.

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