Insight
Metals and mining corporate in brief
Report summary
The metals and mining corporate in brief report highlights the latest need-to-know events from the corporate global metals and mining sector. It is a rolling document, continuously updated with our analysis and opinion on events impacting the sector. The coverage includes the diversified mining companies that are the initial subjects of the Metals & Mining Corporate Service. Sources for the news stories include company press releases, industry events, press coverage, and our own research presentations and reports. Please bookmark this document as it will be republished continuously.
Table of contents
- Diversified miners reel from nickel glut
- 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$3.1 billion acquisition of Turquoise Hill Resources
- James Whiteside and Afdal Saheed, 16 December 2022
- Anglo American reduces production guidance across segments
- James Whiteside and Afdal Saheed,9 December 2022
- Intention to sell base metals minority stake confirmed at Vale Day
- James Whiteside and Afdal Saheed,7 December 2022
- Glencore investor update focuses on transition plans
- James Whiteside and Afdal Saheed,6 December 2022
- Rio Tinto investor seminar focusses on performance and decarbonisation
- James Whiteside and Afdal Saheed, 30 November 2022
- BHP averts strike action at Escondida
- James Whiteside and Afdal Saheed, 25 November 2022
- BHP takes strategic position in Brixton Metals
- James Whiteside and Afdal Saheed, 23 November 2022
- Rio Tinto plans for larger-scale BioIron plant after initial success
- James Whiteside and Afdal Saheed, 23 November 2022
- Glencore and MAC amend terms for Cobar mine
- James Whiteside and Afdal Saheed, 23 November 2022
Tables and charts
This report includes 28 images and tables including:
- Diversified miners' nickel operations as proportion of NAV
- South32 balance sheet metrics after divestment
- Iron ore grade and impurities by company
- Vale equity attributable copper production
- BHP's split of pre-tax NPV across regions and commodities
- Capital intensity of Rio Tinto's iron ore replacement projects
- Daunia and Blackwater proceeds and contingent pricing
- Glencore copper production (Ktpa Cu Eq)
- Glencore's nickel assets emissions intensity in 2023
- Diversified miners’ decarbonisation and new energy expenditure guidance
- BHP's operational intensity benchmark
- Earnings before interest and tax US$ 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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