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Codelco Profit Surges on Copper Rally Despite Production Woes

Created at 28 Aug · 4:25 PM1 source↑ Market-relevant
IN SHORT

Chilean state miner Codelco reported a more than fourfold increase in first-half pre-tax profit to $1.97 billion, driven by soaring copper prices. However, production fell 11% due to mine disruptions, pushing up costs.

Key Numbers

$1.97 billionCodelco's first-half pre-tax profit
$429 millionCodelco's first-half pre-tax profit a year earlier
11%Decrease in Codelco's copper production
564,000 metric tonsCodelco's first-half copper production
634,000 metric tonsCodelco's first-half copper production a year earlier
7%Increase in Codelco's direct cash cost
231.6 centsCodelco's direct cash cost per pound
653.2 centsCodelco's realized copper price per pound
461.7 centsCodelco's realized copper price per pound a year earlier
1.33 million to 1.36 million tonsCodelco's previous annual output target

Who's Involved

Codelco
Chilean state miner reporting stronger earnings
Jorge Gomez
New Chief Executive of Codelco focused on productivity
Bernardo Fontaine
Chairman of Codelco commenting on production targets

↳ Why This Matters

The results highlight the significant impact of copper price fluctuations on Codelco's profitability and underscore the challenges the company faces in boosting production amidst operational issues, which could affect global copper supply.

Key facts

  • Codelco's pre-tax profit for the first half of 2026 was $1.97 billion, a significant increase from $429 million in the same period last year.
  • The company's copper production fell 11% to 564,000 metric tons due to operational issues at key mines.
  • Direct cash costs increased by 7% to 231.6 cents per pound.
  • The realized copper price surged to 653.2 cents per pound, offsetting higher costs and lower output.
  • Achieving the previously set annual production target of 1.33 million to 1.36 million tons is now considered difficult.

Chilean state miner Codelco reported a significant surge in first-half pre-tax profit, reaching $1.97 billion, a more than fourfold increase compared to the $429 million posted in the same period of the previous year. This improved financial performance was largely attributed to a strong rally in copper prices, which offset a decline in production and rising operational costs.

Despite the profit boost, Codelco's copper production fell by 11% to 564,000 metric tons from 634,000 tons a year earlier. The company cited operational restrictions at its El Teniente mine, lower output at Chuquicamata, and weaker ore grades at Ministro Hales as primary reasons for the production shortfall.

The reduced output also contributed to an increase in direct cash costs, which rose by 7% to 231.6 cents per pound. However, this was more than compensated by a substantial jump in the realized copper price, which climbed to 653.2 cents per pound from 461.7 cents a year prior.

New Chief Executive Jorge Gomez has prioritized restoring productivity, addressing years of declining output and managing the fallout from operational disruptions. Chairman Bernardo Fontaine noted earlier in the month that the company's current production trend makes its previously stated annual output target of 1.33 million to 1.36 million tons difficult to achieve.

Frequently asked questions

Codelco reported a pre-tax profit of $1.97 billion for the first half of 2026.

Production fell due to operational restrictions at El Teniente, lower output at Chuquicamata, and weaker ore grades at Ministro Hales.

The realized copper price jumped to 653.2 cents per pound from 461.7 cents a year earlier.

What Happens Next

01New CEO Jorge Gomez to focus on restoring productivity at Codelco's mines.
02Codelco to address investment priorities and debt burden.
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How It Developed

Codelco reported first-half pre-tax profit of $1.97 billion.
Profit increased more than fourfold from $429 million a year prior.
Copper production decreased 11% to 564,000 metric tons.
Operational restrictions at El Teniente and lower ore grades contributed to the output decline.
Direct cash costs rose 7% to 231.6 cents per pound.
The realized copper price jumped to 653.2 cents per pound.
The company's output forecast for the year is difficult to achieve.

Sources

T1
Chile's Codelco posts stronger profit on copper rally as mine disruptions drag on outputReuters

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