BCX: Mining Companies Outperform In 2025, Poised To Continue In 2026
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Power HedgeInvesting Group LeaderFollow5ShareSavePlay(31min)CommentsSummaryBlackRock Resources & Commodities Strategy Trust (BCX) offers a compelling 7.81% yield and diversified exposure to commodity producers.BCX outperformed major indices YTD on a total return basis, supported by capital gains and high-yielding portfolio holdings, especially in mining and energy.Loose fiscal and monetary policy, AI-driven infrastructure buildout, and rising commodity demand position BCX for continued outperformance in 2026.BCX trades at a 5.63% NAV discount, though less attractive than its long-term average, with distributions well covered by realized gains.
Abstract Aerial Art/DigitalVision via Getty Images The BlackRock Resources & Commodities Strategy Trust (BCX) is a closed-end fund that provides investors with a high level of current income and exposure to the common stocks of commodity producers. While commodityThis article was written byPower Hedge15.92K FollowersFollowPower Hedge has been covering both traditional and renewable energy since 2010. He targets primarily international companies of all sizes that hold a competitive advantage and pay dividends with strong yields. He is the leader of the investing group Energy Profits in Dividends where he focuses on generating income through energy stocks and CEFs while managing risk through options. He also provides micro and macro-analysis of both domestic and international energy companie. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of NEM, COPP, URNM, RIO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article was originally published to Energy Profits in Dividends on December 18, 2025, during the after-hours trading session. Subscribers to the marketplace service have had since that time to act on it.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.