Stanley Druckenmiller owns Southern Copper, a low cost producer with long lived reserves.

My thesis is that onshoring and risingnationalization will continue, making copper an even more strategic national security asset than oil.

Instead of following him into Southern Copper, I would likely choose Freeport-McMoRan. The balance sheet and costs may be slightly weaker, but you get a cleaner American ownership structure without Mexican government and narco risk.