Metals and mining corporate in brief
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
Table of contents
- Fortescue progresses renewable procurement towards 3 GW target
- Zijin eyeing 1 Mt at Kamoa-Kakula
- Rio Tinto shows ambition for North America including Matalco
- South32’s Clark selected for US$166 million grant
- Antofagasta plans US$3.5 billion investment surge in 2025
- First Quantum targets key milestones for Peru and Argentina copper projects
- Codelco acquires 10% stake in Quebrada Blanca for US$520 million
- BHP's South Australian copper expansion gains momentum
- Glencore sticks with coal
- One Fortescue
- BHP and Lundin join forces in Vicuña
- Future of Worsley Alumina in question
- BHP mothballs Nickel West
- Ivanhoe Mines’ Kipushi project exceeds expectations
- Rio Tinto to produce first carbon free aluminium using Elysis
- Vale charts path to nickel growth despite oversupply
- Jadar environmental studies disclosure gives Rio Tinto a path to progress
- Antofagasta secures US$600 million for Centinela expansion with water infrastructure deal
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Rio Tinto Secures Future of Tiwai Point Smelter
- James Whiteside, 31 May 2024
- Codelco’s move into lithium: balancing national strategy and investor concerns
- Glencore AGM - 2024
- Anglo American seeks BHP concessions in extended takeover talks
- Building community ties: First Quantum may accelerate projects in Peru
- Rio Tinto force majeure to hit alumina market
- Southern Copper’s Tia Maria mine development to impact dividends
- Glencore’s scope 3 ambition unaffected by 2023 surge
- Zijin scoops up La Arena
- Fortescue’s hydrogen portfolio continues to materialise
- Freeport-McMoRan navigates uncertainties despite Q1 strength
- Vale acquires stake in Alianca Energia
- US DOE announces US$6.3B in funding for industrial decarbonisation projects
- High altitude ambitions: Zijin's rise in the copper industry rankings
- Securing the future: Antofagasta’s financing for Centinela’s growth
- Diversified miners reel from nickel glut
- Mining the balance sheet: Codelco’s debt dilemma and production woes
- South32 goes coal-free
- Anglo and Vale join forces to expand Minas Rio
- BHP joins Rio Tinto and Blue Scope to optimise green steel processing
- Glimmers of hope for Rio Tinto’s Jadar lithium project
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Anglo American fighting fires on all fronts
- Afdal Saheed, James Whiteside, 8th December 2023
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Vale Day plots the path for Base Metals
- Islay McIsaac, James Whiteside, 6th December 2023
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Rio Tinto employs a wider range of decarbonisation levers
- James Whiteside, 6th December 2023
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Fortescue establishes its role in green hydrogen value chain
- James Whiteside, 21 st November 2023
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BHP going all-in on potash
- Afdal Saheed, James Whiteside, 31 October 2023
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Rio Tinto finds low-cost path to expanding Gudai-Darri
- Afdal Saheed, James Whiteside, 18 October 2023
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BHP structures a compelling exit from Blackwater and Daunia
- James Whiteside, 18 October 2023
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Glencore announces closure of copper mine at Mount Isa
- Islay McIsaac, James Whiteside, 18th October 2023
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Glencore cuts out loss-making Koniambo
- Afdal Saheed, James Whiteside, 27th September 2023
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Fortescue Energy structure defined to deliver new projects
- James Whiteside, 28th August 2023
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Rio Tinto’s stumbles over alumina refinery emissions
- James Whiteside, 27th July 2023
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Glencore to become sole owner of MARA
- Afdal Saheed and James Whiteside, 31st July 2023
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Rio Tinto splashes USD700 million on aluminium recycler
- Afdal Saheed, 21st July 2023
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Rio Tinto joins James Bay lithium rush
- James Whiteside, 11th July 2023
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Saudi PIF poised as preferred bidder for Vale stake
- James Whiteside, 20 June 2023
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Glencore unleashes Viterra value through Bunge merger
- James Whiteside and Afdal Saheed, 13 June 2023
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Rio Tinto invests US$1.1 Billion in interim low-carbon aluminium solution
- James Whiteside, Edguardo Gelsomino, and Afdal Saheed, 12 June 2023
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Vale increasing presence in the Middle East
- James Whiteside and Afdal Saheed, 23 May 2023
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Glencore’s battery recycling partnership expands in Europe
- James Whiteside, 11 May 2023
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Canadian interests shape Teck's separation plans
- James Whiteside, 10 May 2023
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Diversified miners Q1 production report review
- James Whiteside and Afdal Saheed, 9 May 2023
- Anglo American on the hunt for copper
- BHP closes OZ Minerals acquisition
- Fortescue firing on all fronts
- Glencore looking towards M&A for growth?
- Rio Tinto advances key projects
- Disruptions force South32 to reduce guidance
- Future of Teck Resources in limbo
- Vale Q1 revenue down 22%
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Glencore consolidates its position in the Atlantic aluminium market
- James Whiteside, Uday Patel, Edguardo Gelsomino, 4 May 2023
- Structural deficit in the Atlantic alumina market
- Exposure of Glencore affiliate Century Aluminium to high alumina prices
- Recognition of the role of alumina in the lifecycle emissions of aluminium metal
- Glencore’s decision not to renew a $1.6 billion aluminium contract with Russian producer Rusal in March 2023
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First production at Fortescue’s Iron Bridge
- James Whiteside and Afdal Saheed, 1 May 2023
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Botswana considering cutting diamond ties with Anglo American
- James Whiteside and Afdal Saheed, 12 April 2023
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Glencore's Teck merger: a path to a clean break from coal
- James Whiteside, Anthony Knutson, and Afdal Saheed, 3 April 2023
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Q1 commodity strategic planning outlook updates
- Afdal Saheed and James Whiteside, 31 March 2023
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Rio Tinto and First Quantum Minerals to develop La Granja project
- James Whiteside and Afdal Saheed, 31 March 2023
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Simandou agreement removes final roadblocks to development
- Afdal Saheed and James Whiteside, 14 March 2023
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H2 financial results review
- Afdal Saheed and James Whiteside, 27 February 2023
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Anglo American takes US$1.7 billion write down on UK polyhalite project
- James Whiteside, 23 February 2023
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Quick, quick, slow: Teck taps out of hydrocarbons
- James Whiteside, 21 February 2023
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Q4 production results review
- James Whiteside and Afdal Saheed, 10 February 2023
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Plug Power pulls out of Fortescue's electrolyser factory
- James Whiteside and Afdal Saheed, 30 January 2023
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Escalating Peru protests disrupt Glencore’s Antapaccay
- James Whiteside and Afdal Saheed, 27 January 2023
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Governments propel West African iron ore growth
- James Whiteside, 24 January 2023
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Rio Tinto and Fortescue progress fleet decarbonisation initiatives
- James Whiteside and Afdal Saheed, 19 January 2023
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Glencore firming up coal strategy amid investor pressure
- Afdal Saheed, 12 January 2023
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Metals and Mining Corporate: 5 things to look for in 2023
- James Whiteside, 3 January 2023
- Teck divests Quintette steelmaking coal mine
- James Whiteside and Anthony Knutson,19 December 2022
- Rio Tinto completes US$3.1 billion acquisition of Turquoise Hill Resources
- James Whiteside and Afdal Saheed, 16 December 2022
- Anglo American reduces production guidance across segments
- James Whiteside and Afdal Saheed,9 December 2022
- Intention to sell base metals minority stake confirmed at Vale Day
- James Whiteside and Afdal Saheed,7 December 2022
- Glencore investor update focuses on transition plans
- James Whiteside and Afdal Saheed,6 December 2022
- Rio Tinto investor seminar focusses on performance and decarbonisation
- James Whiteside and Afdal Saheed, 30 November 2022
- BHP averts strike action at Escondida
- James Whiteside and Afdal Saheed, 25 November 2022
- BHP takes strategic position in Brixton Metals
- James Whiteside and Afdal Saheed, 23 November 2022
- Rio Tinto plans for larger-scale BioIron plant after initial success
- James Whiteside and Afdal Saheed, 23 November 2022
- Glencore and MAC amend terms for Cobar mine
- James Whiteside and Afdal Saheed, 23 November 2022
Tables and charts
This report includes 44 images and tables including:
- Current operational PPA procurement as a % of total electricity consumption
- Split of Zijin Mining’s copper production* (kt) in 2023 and 2025
- Top 5 producing copper mines in 2025 (kt)
- H1 2024 financial and operational results highlights
- Iron ore production and guidance by company (Mt)
- Q2 2024 financial and operational results highlights
- Copper sales quarterly hedge profile
- Freeport-McMoRan’s updated guidance for Q2 2024
- Vale nickel production guidance and actual
- World's top 10 copper mine in 2025E
- Rio Tinto SGA balance (Mt)
- Absolute scope 3 emissions reduction goals
- Freeport-McMoRan Q1 2024 results and updated guidance
- % of renewable energy sourced by company
- Projects selected through IDP use technology that is ready for deployment but high in capital need
- Zijin Mining attributable copper production ktpa Cu
- Diversified miners' nickel operations as proportion of NAV
- South32 balance sheet metrics after divestment
- Iron ore grade and impurities by company
- Vale equity attributable copper production
- BHP's split of pre-tax NPV across regions and commodities
- Capital intensity of Rio Tinto's iron ore replacement projects
- Daunia and Blackwater proceeds and contingent pricing
- Glencore copper production (Ktpa Cu Eq)
- Glencore's nickel assets emissions intensity in 2023
- Diversified miners’ decarbonisation and new energy expenditure guidance
- BHP's operational intensity benchmark
- Earnings before interest and tax US$ million
- Capital intensity for global smelter capacity
- Forecasted growth of DRI production
- Revenue forecast for the Portovesme Hub*
- Pre- and post-separation production exposure to Canada (copper equivalent basis)
- 2023 Alumina Emissions Intensity Curve by Asset (Kg CO2e)
- 2022 Attributable Contained Copper Production (Kt)
- Revisions to long-term commodity prices (US$ 2023 real terms)
- Rio Tinto copper production projections
- Rio Tinto iron ore production forecast
- Woodsmith Project Annual Development Capital Expenditure and Production
- Forecasted growth of global green hydrogen supply
- Copper assets in southern Peru
- Table 1: The majors' iron ore projects in West Africa
- Diesel-related emissions as a percentage of Scope 1 and 2 emissions
What's included
This report contains:
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