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ERO Copper stands out as a pure-play copper producer with growing production and an ongoing deleveraging process. Despite macro-driven volatility, copper's secular demand from AI, EVs, and renewables underpins a robust long-term investment case. Recent geopolitical and economic shocks have driven COPX and copper miners down over 30%, with potential for deeper drawdowns.

Freeport-McMoRan and Ero Copper ramp growth projects and production, but rising costs, weaker volumes and volatile copper prices cloud near-term prospects.

We believe the operational turnaround in Ero Copper is underway and that the company is well-positioned to generate significant free cash flow growth in 2026. With steady operations in its south American business, an operational turnaround at its Canadian copper operation, and several significant growth opportunities, we believe Hudbay is uniquely positioned in the current copper/gold cycle. Given the growing concern over a supply glut in LNG markets and increased competition from new less disciplined, Cheniere's equity performance has struggled. We closed out the position in the stock.

Ero Copper Corp. (ERO:CA) Q4 2025 Earnings Call Transcript

(all amounts in US dollars, unless otherwise noted) VANCOUVER, British Columbia, March 05, 2026 (GLOBE NEWSWIRE) -- Ero Copper Corp. (TSX: ERO, NYSE: ERO) (“Ero” or the “Company”) is pleased to announce its operating and financial results for the three and twelve months ended December 31, 2025. Management will host a conference call tomorrow, Friday, March 6, 2026, at 11:30 a.m.

Ero Copper (ERO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Coeur Mining and Ero Copper are posting strong output gains, with as gold and copper prices expected to bolster cash flow in 2026.