Forget Ford: Buy This Stock Instead as Oil Prices Soar Worldwide

Quick Read

• Ford Motor Company (F) has a headline-friendly turnaround story, but its latest 4th buried $11.1B successful losses and an EPS miss that tells a antithetic tale.

• Freeport-McMoRan (FCX) is the copper play softly winning each macro tailwind: lipid shocks, electrification urgency, and tariff protection—making it the existent contrarian edge.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Freeport-McMoRan wasn't 1 of them. Get them present FREE.

Ford Motor Company (NYSE:F) is the banal everyone wants to speech astir close now, riding a tidy turnaround communicative and a 30.01% one-year summation that has rekindled the aged American car trade.

But present is what you should really beryllium watching.

Forget Ford. The amended commercialized close present wears a hard chapeau and digs copper retired of the Arizona desert, and the planetary lipid daze unfolding successful existent clip is softly making its lawsuit for it.

The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks and Freeport-McMoRan wasn't 1 of them. Get them present FREE.

The Ford Story Looks Better successful Headlines Than successful Filings

Ford's astir caller 4th included an $11.10 cardinal GAAP nett loss, mostly from $10.70 cardinal successful Model e EV plus impairments and a $3.2 cardinal complaint tied to the BlueOval SK associated venture. That is the institution softly admitting it overbuilt the EV concern astatine the incorrect infinitesimal of the cycle.

Adjusted Q4 EPS of $0.13 came successful missing estimates of $0.1738. Trailing twelve-month EPS sits astatine -$2.04, the operating borderline is -6.69%, and shareholders' equity fell astir 20% twelvemonth implicit year.

Management's header people is an 8% adjusted EBIT borderline by 2029. Three years is simply a agelong clip to hold portion a $1.0 cardinal tariff headwind compounds and EV pricing keeps grinding lower. Investors request a thesis, not a hope.

The Better Bet Is Copper, and the Vehicle Is Freeport-McMoRan

Freeport-McMoRan (NYSE:FCX) is the quiescent beneficiary of each macro communicative really playing retired close now. WTI crude touched $114.58 per tube connected April 7, 2026, astir treble the $59-65 scope of April 2025. Iran tensions and Strait of Hormuz disruption fears are pushing each developed system backmost toward electrification with a caller consciousness of urgency. Every EV, each grid upgrade, each AI information halfway built successful effect runs connected copper wire.

1. Structural Demand You Cannot Engineer Around

Copper was added to the USGS Critical Minerals List successful November 2025. S&P Global projects copper request reaching 42 cardinal metric tons by 2040, a 50% increase, driven by electrification, AI, defence modernization, and information centers. Over 65% of the world's copper already moves done energy transportation infrastructure. And present is the portion the artillery statement misses entirely. Sodium-ion, solid-state, potassium-ion, magnesium-ion, immoderate chemistry wins the adjacent decennary inactive needs copper. The artillery chemistry warfare leaves copper request intact and whitethorn really summation it.