Glencore plc

AI data center growth has become an emerging demand vector for copper, alongside core economic, energy transition, and defense requirements. Copper is the metal of electrification and an indispensable enabler for powering the AI boom. Copper for AI data centers and long-term demand is expected to outpace supply, and annual copper shortages could reach 10M metric tons by 2040.

seekingalpha.com - 2026-07-08 16:15:20

GLNCY, CARS and AETUF have been added to the Zacks Rank #5 (Strong Sell) List on July 8, 2026.

zacks.com - 2026-07-08 05:51:06

RBC Capital Markets has repeated an Outperform rating on Glencore PLC (LSE:GLEN), pitching a 600p price target, as the Canadian bank continues to favour the miner over more diversified peers. The broker's target implies around 23% upside from the current market price of around 513.8p, Glencore's appeal, according to RBC, is its lack of iron ore exposure, along with its coal earnings leverage and potential restructuring options, including a coal spin-out or copper project stake sales.

proactiveinvestors.co.uk - 2026-07-02 11:08:00

Glencore PLC (LSE:GLEN)recent share price weakness may be overlooking a familiar source of earnings upside: coal. Shares in the mining and commodities trading group have fallen about 10% so far this month even though prices across its commodity basket have risen around 4%, according to Citi, which argues that investors are underestimating the potential for another rally in coal prices.

proactiveinvestors.co.uk - 2026-06-26 08:47:32

Citi has added Glencore PLC (LSE:GLEN)to its European Focus List and raised its target price to 770p, citing a bullish outlook for both coking and thermal coal underpinned by six distinct and uncorrelated demand and supply drivers. The broker said Glencore, the world's largest seaborne thermal and coking coal producer, is positioned to benefit from safety-related mine closures in China and substitution of Iranian steel output driving coking coal demand, alongside the end of an Indian destocking cycle.

proactiveinvestors.co.uk - 2026-06-04 08:32:36

Glencore plc (GLNCY) Shareholder/Analyst Call Transcript

seekingalpha.com - 2026-06-01 07:44:04

Glencore's South African ferrochrome smelting unit said on Monday it has cancelled plans to lay off as ​many as 1,500 workers after the country's energy ‌regulator approved discounted electricity costs for the sector.

reuters.com - 2026-06-01 04:32:18

Glencore LON: GLEN executives used the company's annual general meeting to emphasize safety, copper growth plans, shareholder returns and the role of its marketing business, while facing shareholder and stakeholder questions on labor relations, mine closures and tailings safety.

marketbeat.com - 2026-05-31 13:03:03

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

zacks.com - 2026-05-28 10:40:30

Here is how Glencore PLC (GLNCY) and Minerals Technologies (MTX) have performed compared to their sector so far this year.

zacks.com - 2026-05-27 10:40:30

Pension fund AustralianSuper on Wednesday said if Glencore decides to list shares on the Australian Securities Exchange, it would ​be "positive" for both the bourse and the Swiss-based commodities trader and miner.

reuters.com - 2026-05-27 02:15:17

Mining stocks climbed on Tuesday as investors returned to metals after sharp gains in gold, silver and copper prices driven by hopes of easing geopolitical tensions in the Middle East. Endeavour Mining PLC (LSE:EDV) led the FTSE 100 risers, up 3.5%, while Rio Tinto Ltd (LSE:RIO) gained 2.3%, Glencore PLC (LSE:GLEN) rose 2.2%, Antofagasta PLC (LSE:ANTO) 1.9%, Anglo American PLC (LSE:AAL) 1.4% and Fresnillo PLC (LSE:FRES) 0.8%.

proactiveinvestors.co.uk - 2026-05-26 04:12:10

Investors looking for stocks in the Mining - Miscellaneous sector might want to consider either Glencore PLC (GLNCY) or Wheaton Precious Metals Corp. (WPM). But which of these two companies is the best option for those looking for undervalued stocks?

zacks.com - 2026-05-14 12:41:08

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

zacks.com - 2026-05-11 10:40:30

Strategic collaboration to deliver copper concentrate, intermediate metals, and finished products into the United States Fort Collins, Colorado--(Newsfile Corp. - April 30, 2026) - Falcon Copper Corp. ("Falcon Copper" or the "Company") has entered into a Memorandum of Understanding ("MoU") with Glencore International AG ("Glencore") to jointly evaluate and develop critical minerals projects supporting U.S. supply chain security. The agreement establishes a non-exclusive framework for collaboration on global projects that can supply copper and other critical minerals into the United States.

newsfilecorp.com - 2026-04-30 15:48:00

Glencore's quarterly copper production jumped 19% while production for steelmaking and energy coal declined.

wsj.com - 2026-04-30 02:55:00

Chicago-based hedge fund Balyasny Asset Management has hired Ross Hendey from commodities trader ​and miner Glencore , where he led liquefied petroleum ‌gas trading, three sources familiar with the matter told Reuters.

reuters.com - 2026-04-20 16:14:47