Commodities 19 March 2026 - 13 May 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
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
Glencore Stock Slips Before Big Copper Test as Q1 Production Update Looms
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Glencore Stock Slips Before Big Copper Test as Q1 Production Update Looms

Glencore shares dropped to 555.10 pence in London on Friday, down 7.40 pence, ahead of its April 30 first-quarter production report. Benchmark copper prices hit $13,448.50 a ton this week, but Goldman Sachs maintained a 2026 forecast below current levels, citing a surplus and sulphuric acid supply risks. Glencore’s copper output last year fell 30% in the first quarter. Peers Teck and BHP reported strong copper results.
April 24, 2026
BHP Group Ltd Shares Drop as Oil Shock, China Iron Ore Fight Put April Review in Focus
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BHP Group Ltd Shares Drop as Oil Shock, China Iron Ore Fight Put April Review in Focus

BHP shares fell 2.53% to A$51.23 in Sydney Monday as mining stocks dropped, with turnover at 8.7 million shares, below average. The company received US$4.3 billion from Wheaton Precious Metals in a silver streaming deal for future Antamina output. BHP reported a 22% rise in half-year profit, with copper surpassing iron ore in earnings. Iron ore sales face pressure from lower Chinese prices and shifting trade patterns.
April 6, 2026
BHP Group Ltd Stock Price Defies Selloff as India Demand, Pilbara Disruption Offset China Risk
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BHP Group Ltd Stock Price Defies Selloff as India Demand, Pilbara Disruption Offset China Risk

BHP Group's U.S. shares closed up $0.97 at $69.50 on Friday, outperforming a falling market as iron ore talks with China remain unresolved and no new company disclosures emerged. Cyclone Narelle disrupted Pilbara ports, but Port Hedland stayed open. India's iron ore imports are rising, with BHP shipping rare cargoes there amid Chinese restrictions. Copper earnings surpassed iron ore for BHP in its latest results.
March 29, 2026
Woodside Energy Stock Price Edges Up as LNG Markets Tighten Despite Beaumont Delay
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Woodside Energy Stock Price Edges Up as LNG Markets Tighten Despite Beaumont Delay

Woodside Energy shares rose 0.26% to A$34.47 Friday as Brent crude climbed 4.2% amid Middle East tensions. Production at Woodside’s Karratha gas plant was disrupted by Cyclone Narelle, while the company assumed control of the Beaumont New Ammonia facility in Texas. CEO Liz Westcott is prioritizing new investors for Louisiana LNG as Woodside faces a softer 2026 production outlook.
March 27, 2026
Anglo American plc Stock Price Today: Shares Rise After Chile Clears Key Codelco Copper Plan
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Anglo American plc Stock Price Today: Shares Rise After Chile Clears Key Codelco Copper Plan

Anglo American shares rose 0.7% in London after Chile’s competition regulator approved its copper joint venture with Codelco. The agreement could boost annual copper output by 120,000 metric tons and generate at least $5 billion. Codelco reported $4.85 billion in pre-tax profit for 2025. The project still requires environmental permits and further regulatory steps.
March 27, 2026
Rio Tinto Stock Rises on Boyne Smelter Lifeline, 11-Year High in Aluminium Premiums
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Rio Tinto Stock Rises on Boyne Smelter Lifeline, 11-Year High in Aluminium Premiums

Rio Tinto shares rose 1.1% to $86.75 in New York after Australia and Queensland pledged A$2 billion to support its Boyne aluminium smelter and Asian aluminium premiums surged to the highest since 2015. The deal aims to secure renewable power and extend Boyne’s operations to at least 2040, safeguarding about 3,000 jobs. Japanese buyers agreed to pay up to $353 a ton premium for April-June shipments amid Middle East supply risks.
March 27, 2026
BHP Stock Rises as India Iron Ore Demand Opens New Outlet Amid China Curbs
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BHP Stock Rises as India Iron Ore Demand Opens New Outlet Amid China Curbs

BHP Group's U.S. shares rose to $68.77 as a rare cargo of its Jimblebar iron ore heads to India, where imports are set to more than double to up to 14 million tons this fiscal year, Reuters reported. China has restricted purchases of several BHP iron ore products amid ongoing supply negotiations. BHP’s iron ore earnings reached $7.5 billion in the last half-year. The company pays its interim dividend March 26.
March 24, 2026
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