Geopolitics Alpha

Mining Forum: Friedland wants to kill the SAG mill

Published . Updated .

The Ivanhoe Mines founder says technology developed by his private company, I-Pulse, could use up to 80% less energy.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

The Ivanhoe Mines founder says technology developed by his private company, I-Pulse, could use up to 80% less energy.

Source: Mining.com

Ishares Copper And Metals Mining Etf (ICOP) since “Mining Forum: Friedland wants to kill the SAG mill,” compared with the market

Since the first closing price after “Mining Forum: Friedland wants to kill the SAG mill,” Ishares Copper And Metals Mining Etf (ICOP) is -3.43%. The S&P 500 fund (SPY) is +0.56% over the same days, a -3.99% difference versus the market.

ICOP
SPY

Who gains and who loses around Ishares Copper And Metals Mining Etf (ICOP)

Companies carried with this story

  • ICOP Ishares Copper And Metals Mining Etf

    In “Mining Forum: Friedland wants to kill the SAG mill,” Ishares Copper And Metals Mining Etf (ICOP) is linked, with no stored direction, medium confidence. Reason on file: GA selected ICOP as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “Mining Forum: Friedland wants to kill the SAG mill” reaches Ishares Copper And Metals Mining Etf (ICOP)

“Mining Forum: Friedland wants to kill the SAG mill” (29 Sep 2026) reaches Ishares Copper And Metals Mining Etf (ICOP) through this story.

Ishares Copper And Metals Mining Etf (ICOP) is on the page because GA selected ICOP as a RELATED security because its canonical security name directly matches this event's themes: mining. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Ishares Copper And Metals Mining Etf (ICOP), and the dates in the story

ICOP traded between 50.54 and 56.66 across 20 sessions. The latest close on file is 51.47.

A simple score for Ishares Copper And Metals Mining Etf (ICOP)

14 out of 100

“Mining Forum: Friedland wants to kill the SAG mill” scores 14 out of 100. The score uses 1 sources, and 1 linked companies.