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 Corp. shares dropped on Friday as the stock closed out a weaker session to wrap up a shortened week. Investors now look to June methanol prices, which remain high, to see how that will play out when trading resumes Monday. Methanex shares slipped Friday, ending the session at $59.10, off 1.22%. The stock is down 1.7% from its May 22 close at $60.12, based on historical market data. Trading volume came in below the previous Friday’s level.
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 stayed at $10.75 in early U.S. premarket on Thursday. Nasdaq-listed shares had jumped 9.69% in the previous session as investors digested new supply headlines from Tanbreez and a late filing that clarified disclosures on the company’s rare earth play in Greenland. Nasdaq regular hours were yet to start at the time. The Tanbreez move lands squarely in heavy rare earth elements, or HREEs, one of the market’s key hot spots right now. These less common rare earths show up in high-performance magnets, advanced electronics and defence gear. Western buyers are still facing risk from China’s export controls, with Reuters saying this week that Beijing’s rare earth export rules are still in force, even as U.S.-China talks continue.
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 Group shares slipped 0.1% to A$58.70 Tuesday in Sydney. The stock lagged behind the S&P/ASX 200, which climbed 1.17% or 99.4 points to 8,604.7. Investors stayed cautious on miners even as the market rebounded. BHP shares didn’t move much, but the timing stood out. The stock is hanging just under its 52-week high of A$62.72, up roughly 52% over the past year. That leaves BHP open to swings if metals prices slip after a strong rally.
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 Monday. The miner said a Chilean environmental decision on the Collahuasi copper operation is not expected to affect production right now. That eased fresh worries around new permitting risk for one of Glencore's top copper assets. Glencore shares were quoted at 574.95 pence, up 0.1%, in a Cboe Europe snapshot at 11:03 BST. The stock slid 3.6% Friday to 574.30p after hitting 597.90p Thursday, so it's still near last week’s high but the trend isn't as clear now.
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 dropped in early London moves Monday after it said it’s selling its Australian steelmaking coal arm to Dhilmar for as much as $3.875 billion. The deal, which helps with its planned Teck Resources merger, still leaves some payout tied to coal prices going forward. Anglo was last at 3,739.5 pence, off 2.44%, according to market data. Anglo is pushing to get its portfolio in shape before merging with Teck, a deal aimed at boosting its focus on copper. The metal is a priority for major miners as it’s key in power grids, EVs and data centres.
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 Group comes into the week after slipping 2.58% to A$60.46 on Friday, pulling back from a record run as investors cashed out gains. The stock led the ASX by trading value, with sector peers Rio Tinto down 3.24% and Fortescue off 1.70%. The selling wasn’t isolated to BHP, hitting miners across the board, according to Australian Securities Exchange data. BHP now trades as a proxy for both copper demand and for Australia’s resource-heavy market. The S&P/ASX 200 ended Friday down 0.12% at 8,630.8, as materials fell 2.85%. The index lost 1.3% for the week, according to Market Index.
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

London’s Antofagasta plc got hit Friday, dropping 10.71% to finish at 3,810p. Miners took a heavy hit as UK equities slid. The FTSE 100 dropped 1.7% to 10,195.37, logging its steepest loss in over eight weeks. The move is notable since the stock had been considered a straightforward London play on copper strength. With the London Stock Exchange closed for the weekend — regular hours are Monday to Friday, 8:00 a.m. to 4:30 p.m. London — traders can only compare prices to Friday’s close, not to live trading.
May 17, 2026
Glencore PLC’s $2.55 Billion Financing Move Lands as Copper Rally Nears a Test
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Glencore PLC’s $2.55 Billion Financing Move Lands as Copper Rally Nears a Test

Glencore PLC is bringing in a $2.55 billion oil-and-gas trade receivables securitisation, adding fresh working-capital firepower. The move comes as commodity traders juggle record copper prices and ongoing Middle East supply strains, both weighing on balance sheets. On May 12, FIS announced that Glencore picked its Supply Chain Finance Platform—previously known as Demica—to back the first supply chain finance programme in Glencore’s oil and gas commodities division. Trade receivables securitisation involves generating cash using outstanding customer payments, instead of letting invoices sit unpaid.
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 plc jumped 8.7% to finish at 4,299p on Wednesday, lifted by copper’s strong run and a wave of buying into London-listed miners. Shares hit their session peak right at the open before settling back, notching their best level in days. The stock remains under its 52-week high of 4,475p, but it’s within striking distance now—far better than a week earlier. Timing is key here. Copper climbed above $14,000 a metric ton on the London Metal Exchange, putting it within striking distance of its January record. Disrupted mining and squeezed supply are once more overpowering demand concerns. Bloomberg noted the metal traded as high as $14,196.50 a ton this Wednesday—just shy of the $14,527.50 all-time peak.
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 plc surged in London trading, with investors piling into copper plays again; this time, Anglo stands out as a clearer FTSE proxy for the theme. The most recent delayed quote had the stock up 156p, or 4.0%, while the FTSE 100 managed just a 0.52% gain. Notably, that's a big gap for a miner that's already in the crosshairs of merger-focused funds. There’s no mystery behind the move. Copper climbed 1.59% on May 13 to $6.59 per pound, data from Trading Economics show, up over 8% for the month and hitting a record high in May. The surge comes as data-center construction, electrification trends, ongoing demand from China, and supply bottlenecks—including sulphuric acid shortages linked to the US-Iran
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 plc shares leapt at the open in London, changing hands at 8,197p after closing at 7,920p and even hitting 8,268p earlier. For a miner of Rio’s scale, that’s a sharp swing. Right now, the copper narrative is what’s moving the stock, with the rest trailing behind. It's straightforward, though there's more to it. Copper futures hovered near $6.64 a pound, climbing from $6.531 at the prior close and coming within a hair of $6.69 during the session. The contract has soared over 42% in the past year. Such a surge doesn't just juice current revenue for producers—investors are also reassessing how they value future mine output, especially with talk of supply staying tight long term.
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 zeroed in on copper today, pushing everything else to the backseat. Shares in London kicked off at 580p, jumped to 593.50p—a fresh 52-week high per Google Finance. Investing.com pegged Glencore at 589.40p, well above yesterday’s 573.40p close, so the stock was up close to 3% early on. Not surprising to see this move. Copper futures traded near $6.64 a pound, up roughly 1.6%. Prices touched $6.69 during the session, hitting a 52-week high. Simply put, the market’s bidding up future copper deliveries on the view that supply’s scarce, and demand isn’t letting up.
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 Ltd edged higher in Sydney trading Monday, bucking a broader selloff that pushed the Australian market lower. Shares finished at A$58.33, gaining 0.66%, just shy of their 52-week peak at A$59.39. The S&P/ASX 200 slipped 0.49% to end at 8,701.80. The shift stands out, with no new exchange filing to account for it. ASX records list zero BHP announcements between May 6 and May 12. The shares are instead reacting to recent management remarks, news out of China’s iron ore market, and ongoing legal risk—not any fresh company statement.
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 isn’t budging from its Buy call on Glencore plc following the company’s Q1 production update, according to a MarketScreener summary of MT Newswires on Monday. The London-listed miner and trader remains in focus after copper’s sharp bounce and with its marketing unit now seen on a stronger footing. Timing’s a factor here. Glencore’s London-listed shares sat idle Monday, with the London Stock Exchange closed for the Early May Bank Holiday. That left investors stewing over last week’s update and the newest analyst call until trading picks back up.
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 ended the day in London at 3,255p, gaining 0.62%. The Mexican precious-metals miner saw a choppy session, with shares swinging from 3,113p to as high as 3,282p, according to market data. The timing stood out: London’s FTSE 100 dipped 0.1% in light volumes before a UK public holiday, just as Reuters flagged spot silver climbing 3% and gold reversing earlier declines. That uptick in metals gave Fresnillo investors a new angle, shifting focus away from last month’s production shortfall at the silver miner.
May 3, 2026
BHP Group Ltd’s Quiet Critical-Minerals Bet Lands Just as Copper Takes Center Stage
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BHP Group Ltd’s Quiet Critical-Minerals Bet Lands Just as Copper Takes Center Stage

DISA Technologies Inc, a U.S.-based firm focused on squeezing more value from mining sites and old mine waste, has secured $33 million in fresh funding, according to the company. The round, led by Galvanize, saw participation from BHP Ventures, the investment arm of BHP Group Ltd. Melbourne’s mining heavyweight put its venture capital muscle behind the deal. BHP is looking for growth not just from big new mines, but also by squeezing more out of copper, potash, and the ore bodies it already owns. Critical minerals—key for energy, industrial, and security supply chains—often take years to reach the market, so tech that speeds up recovery and needs less capital has become a focus.
May 1, 2026
Glencore Copper Output Jumps 19%, Trading Arm Set to Beat 2026 Guidance
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Glencore Copper Output Jumps 19%, Trading Arm Set to Beat 2026 Guidance

Glencore reported a 19% jump in copper output for the first quarter. Its marketing division, which handles commodity trading and logistics, is now set to surpass the upper end of its long-term earnings guidance, driven by firmer prices and turmoil in energy markets. The timing comes as pressure builds on miners to boost copper exposure, with the metal central to power grids, EVs, and data centres. BHP, Rio Tinto, and Anglo American have all been involved in copper-focused deals or takeover attempts. Earlier this year, Rio exited negotiations with Glencore after failing to settle on terms.
May 1, 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 plc reported a 19% jump in copper production for the first quarter, with 199,600 metric tons mined, up from 167,900 a year ago. Its trading division looks set to surpass the upper end of its long-term profit goal, offering a boost for the London-listed giant even as commodity markets remain turbulent. The update lands at a time when copper is front and center for mining investors. The metal is critical for power infrastructure, EVs, and charging networks. Middle East energy turmoil is adding volatility—opportunities commodity giants tend to seize. “Early stages of a commodity supercycle,” is how BlackRock’s Evy Hambro put it to Reuters, noting the latest wave of capital shifting into hard assets.
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 Group’s iron ore settlement with China is now about more than just releasing cargoes stuck at ports. Long-term supply agreements now pull the renminbi further into the mix for some pricing, according to people familiar with the matter who spoke to The Business Times. Specifically, Jimblebar Blend Fines are pegged to a basket of four reference prices—two of which are renminbi-based indices. The report noted BHP wouldn’t confirm specifics, and China Mineral Resources Group didn’t respond to a request for comment. Now, the shift’s tangible. China Mineral Resources Group, the state iron ore buyer, is letting steelmakers purchase and collect BHP cargoes that had been stuck at ports—provided they file reports with CMRG, Reuters said. Jimblebar fines, BHP’s medium-grade
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 PLC slipped 1.63% to finish Friday at 3,370 pence, underperforming as investors reacted to a first-quarter dip in silver production. The Mexican miner, however, stood by its output guidance for 2026. Throughout the week, shares tied to metals—including Fresnillo—were buffeted by shifting commodity prices and broader market caution. This is significant: Fresnillo isn’t some fringe player in silver. The company calls itself the world’s top primary silver producer, also leading in gold output in Mexico. That’s why shifts in ore grades — basically, how much metal each ton of rock contains — get extra scrutiny, hinting at what’s ahead for both production levels and costs.
April 25, 2026
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