One of China's leading mining operators is eyeing aggressive copper production growth—potentially doubling output—heading into 2026, riding momentum from the recent commodity price rally that's boosted margins significantly. The company just locked in record-breaking cobalt production levels and maintained its forward guidance despite market volatility. This dual play on copper upside and cobalt strength reflects a broader trend in the commodities space: miners are getting bolder about expansion plans when prices finally cooperate. Worth watching if this signals broader confidence in the commodity super-cycle narrative.