Commodities 25 April 2026 - 21 May 2026

Methanex Shares Dip With Focus Shifting to June Methanol Pricing
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Methanex Shares Dip With Focus Shifting to June Methanol Pricing

Methanex shares fell 1.22% to $59.10 on Nasdaq and 1.14% to C$81.56 in Toronto on Friday, underperforming major indexes. June methanol contract prices were set at $4.45 a gallon in North America, $740 a tonne in Asia Pacific, and $610 in China. Trading volume lagged the previous week. Investors await signs that higher methanol prices will boost cash flow.
May 30, 2026
Critical Metals Stock Reacts as Tanbreez Deals Stir Up Rare-Earth Work and China Supply Risk
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Critical Metals Stock Reacts as Tanbreez Deals Stir Up Rare-Earth Work and China Supply Risk

Critical Metals Corp shares held steady at $10.75 in early U.S. premarket trading Thursday after closing up 9.69% the previous day. The move followed news of a 15-year offtake deal with REalloys Inc. for 15% of Tanbreez’s Phase 1 output and an amended SEC filing raising Critical Metals’ Tanbreez stake to 92.5%. Regular Nasdaq trading had not opened at the time.
May 21, 2026
BHP Eases After Rally as Iron Ore Loses Steam
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BHP Eases After Rally as Iron Ore Loses Steam

BHP shares closed down 0.1% at A$58.70 on Tuesday, lagging a 1.17% rise in the S&P/ASX 200 as metals prices slipped. Copper and iron ore futures both fell, pressuring miners across the board. South Australia and BHP finalized an updated legal framework for Olympic Dam, following a record A$25.6 million royalty payment in April. Copper now accounts for over half of BHP’s underlying earnings.
May 19, 2026
Glencore Shares Up After Chile Mine Decision, Copper Risk on the Radar
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Glencore Shares Up After Chile Mine Decision, Copper Risk on the Radar

Glencore shares edged up 0.1% to 574.95p in London after the miner said a Chilean court ruling on the Collahuasi copper mine would not immediately affect production. The tribunal moved to set aside a key environmental permit, but Glencore said the ruling appeared limited in scope. Collahuasi is jointly owned by Glencore, Anglo American, and a Mitsui-led group. Glencore maintained its 2026 copper production guidance.
May 18, 2026
Anglo American Stock Slides After $3.9B Coal Exit — London Traders React
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Anglo American Stock Slides After $3.9B Coal Exit — London Traders React

Anglo American shares fell 2.44% to 3,739.5 pence after the company agreed to sell its Australian steelmaking coal business to Dhilmar for up to $3.875 billion. The deal includes $2.3 billion upfront and up to $1.575 billion in future payments tied to coal prices. The sale is intended to clear the way for Anglo’s planned merger with Teck Resources. The transaction still requires regulatory approval.
May 18, 2026
BHP’s streak gets Monday check as copper’s fall drags miners
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BHP’s streak gets Monday check as copper’s fall drags miners

BHP shares closed Friday at A$60.46, down 2.58%, after hitting record highs earlier in the week. The ASX materials sector dropped 2.85%, with Rio Tinto and Fortescue also falling. BHP’s market value stood near A$307.2 billion, just below its 52-week high. Copper and iron ore prices, along with incoming CEO Brandon Craig’s growth plans, remain key factors as trading resumes Monday.
May 17, 2026
Antofagasta stock caught in copper price swings as investors weigh next steps
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Antofagasta stock caught in copper price swings as investors weigh next steps

Antofagasta plc shares plunged 10.71% to 3,810p in London on Friday as the FTSE 100 posted its steepest drop in over eight weeks, closing down 1.7%. The miner’s stock had surged midweek on copper’s rally but ended the week 2.2% lower than last Friday. Copper futures hit $14,191 a tonne Wednesday before losing momentum. UK markets faced pressure from political risks, inflation concerns, and falling sterling.
May 17, 2026
Macquarie Shares Jump Near Record as Profit Beat Puts Its Commodities Desk Back in Focus
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Macquarie Shares Jump Near Record as Profit Beat Puts Its Commodities Desk Back in Focus

Macquarie Group shares closed at A$244.53, up 3.26% and near a record, after reporting a 30% rise in annual net profit to A$4.847 billion, driven by strong commodities trading and asset sales. Turnover exceeded recent averages. The S&P/ASX 200 edged up 0.12% amid broader market uncertainty. Macquarie’s Commodities and Global Markets unit posted a 49% profit jump to A$4.221 billion.
May 14, 2026
Antofagasta Stock Jumps as Copper Squeeze Sends Chile Miner Back Toward Its Highs
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Antofagasta Stock Jumps as Copper Squeeze Sends Chile Miner Back Toward Its Highs

Antofagasta shares jumped 8.7% to 4,299p in London Wednesday as copper prices surged above $14,000 a ton, nearing record highs amid mine disruptions and tight supply. The Chilean miner’s stock remains below its 52-week peak. First-quarter copper output fell 7.6% year on year, but full-year guidance was unchanged. Peers including Anglo American and Glencore also rose as copper futures hit new highs.
May 13, 2026
Anglo American Rallies as Copper’s Record Run Turns the Teck Deal Into the Main Trade
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Anglo American Rallies as Copper’s Record Run Turns the Teck Deal Into the Main Trade

Anglo American shares rose 4.0% to 4,055p in London on May 13, outpacing the FTSE 100’s 0.52% gain, as copper prices hit new highs. The stock move followed a sector rally, with Antofagasta up 4.2%, Rio Tinto 3.4%, and Glencore 3.2%. Anglo’s planned merger with Teck Resources would give shareholders over 70% copper exposure, pending China antitrust approval. Copper production rose 1% to 170,400 tonnes last quarter.
May 13, 2026
Rio Tinto’s Copper Rally Gets Real, but the Easy Part of the Trade May Be Done
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Rio Tinto’s Copper Rally Gets Real, but the Easy Part of the Trade May Be Done

Rio Tinto shares rose 3.5% to 8,197p in early London trading, tracking copper futures near record highs at $6.64 a pound. Investors are focused on Rio’s copper growth at Oyu Tolgoi and other projects, while concerns remain over China iron ore demand and ESG issues. Copper production climbed 9% in Q1, driven by Oyu Tolgoi ramp-up. Rio is also considering increasing its stake in Argentina’s Los Azules copper project.
May 13, 2026
Glencore Stock Rides Copper’s Record Push, but the Rally Still Has a Coal Problem
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Glencore Stock Rides Copper’s Record Push, but the Rally Still Has a Coal Problem

Glencore shares hit a new 52-week high in London trading, rising nearly 3% as copper futures approached record levels. The company reported a 19% jump in Q1 copper output and kept 2026 production guidance steady. Polymarket put the odds of a Glencore-Rio Tinto merger announcement by June 30 at 1%. Copper traded around $6.64 a pound, up 1.6% on supply concerns and strong demand.
May 13, 2026
BHP Group Ltd Stock Rises Against ASX Slump as Copper Bets Blunt Brazil Dam Risk
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BHP Group Ltd Stock Rises Against ASX Slump as Copper Bets Blunt Brazil Dam Risk

BHP Group closed up 0.66% at A$58.33 in Sydney on Monday, near a 52-week high, while the S&P/ASX 200 fell 0.49%. No new filings explained the move, with ASX records showing no BHP announcements since May 6. The company highlighted copper demand tied to AI and confirmed Brandon Craig will become CEO on July 1. London’s Court of Appeal denied BHP’s bid to appeal liability for the 2015 Samarco dam collapse.
May 11, 2026
Glencore Stock in Focus as Berenberg Sticks With Buy After 19% Copper Output Jump
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Glencore Stock in Focus as Berenberg Sticks With Buy After 19% Copper Output Jump

Berenberg reaffirmed its Buy rating on Glencore after the company reported a 19% jump in first-quarter copper output to 199,600 tonnes. London trading was halted for the Early May Bank Holiday, delaying market response. Glencore’s trading arm is on track to exceed its long-term earnings guidance. Cobalt output fell 39% as Congo operations prioritized copper.
May 4, 2026
Fresnillo PLC Shares Rise as Silver Jump Puts Output Worries Back in Play
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Fresnillo PLC Shares Rise as Silver Jump Puts Output Worries Back in Play

Fresnillo PLC shares closed at 3,255p in London, up 0.62% after a volatile week, as silver prices jumped 3% and gold edged higher. The miner’s first-quarter silver output fell 8.5% from the previous quarter, while gold output rose 0.7%. Shares remain below their April 24 close of 3,370p despite Thursday and Friday gains. Fresnillo kept 2026 production guidance unchanged.
May 3, 2026
Glencore PLC’s 19% Copper Jump Puts Trading Arm on Track to Beat Profit Target
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Glencore PLC’s 19% Copper Jump Puts Trading Arm on Track to Beat Profit Target

Glencore reported a 19% rise in first-quarter copper output to 199,600 metric tons and said its trading arm is set to exceed profit targets. Shares rose 2% in London after the update. Cobalt output dropped 39% due to export quotas in the Democratic Republic of Congo, with excess cobalt to be stockpiled. The company kept its 2026 copper production guidance unchanged.
April 30, 2026
BHP Group’s China Iron Ore Deal Puts Yuan Pricing at Center of Market
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BHP Group’s China Iron Ore Deal Puts Yuan Pricing at Center of Market

BHP’s China iron ore settlement now includes renminbi-based pricing for some sales, sources told The Business Times. China Mineral Resources Group has released previously frozen BHP cargoes at ports, easing a months-long supply backlog. Iron ore futures fell in both Dalian and Singapore as supply concerns eased. BHP shares traded at A$54.95, down 0.87%, in early Melbourne trading.
April 29, 2026
Fresnillo PLC Shares Face Fresh Pressure After Silver Output Drop, Even as 2026 Guidance Holds
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Fresnillo PLC Shares Face Fresh Pressure After Silver Output Drop, Even as 2026 Guidance Holds

Fresnillo shares fell 1.63% to 3,370 pence on Friday after reporting an 8.5% drop in first-quarter attributable silver production to 11.1 million ounces. Gold output rose 0.7% from the previous quarter but was down 12.8% year-on-year. The company kept its 2026 production guidance unchanged. Berenberg maintained its hold rating and 34-pound price target.
April 25, 2026
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