Primer: Rio Tinto (RIO LN) - Aug 2026
Rio Tinto is a premier global diversified miner with a portfolio of long-life, low-cost assets, anchored by its world-class iron ore operations...
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Rio Tinto: Simandou Is Only One Piece of a Much Bigger Story
The headline numbers tell only part of the story. Simandou, Oyu Tolgoi and an expanding copper portfolio are quietly reshaping Rio Tinto's earnings...
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Junior Copper Miners: An Update After 1Q25
​Copper prices surge 26% YTD, driven by trade war fears and tariff exemptions. Top junior copper miner, Arras Minerals, up 182% YTD.
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Junior Copper Miners: Time for Lift-Off?
​Copper surges as demand increases. Sprott launches physical Copper Trust, potentially impacting market supply. Will copper follow uranium and...
443 Views
Rio–Glencore: Why the Numbers Never Cleared and What It Means for Mining M&A
Rio–Glencore didn’t fail on strategy but on numbers. Using undisturbed prices, exchange ratios and WACC, even modest premiums left no return...
282 Views