GLENCORE THRIVING IN CHAOS IS BY DESIGN, NOT BY ACCIDENT (ADD; 21% UPSIDE)
12/10/26 -" As we enter the final quarter of 2026, miners look set for another impressive run: the sector is up c.33% ytd vs. 9.3% for AlphaValue universe. Even the Iran-US war, AI-bubble fears, and a fresh ..."
Pages
93
Language
English
Published on
12/10/26
You may also be interested by these reports :
12/10/26
As we enter the final quarter of 2026, miners look set for another impressive run: the sector is up c.33% ytd vs. 9.3% for AlphaValue universe. Even ...
29/09/26
Since we last teased on Vallourec, the French specialist in OCTG, the share has not actually moved much (“Vallourec needs to take a breath”, June ...
24/09/26
Overall, Rusal is an interesting bet to play the odds of Russian metals returning to the West, more so due to its ‘relatively’ liquid listing in Hong ...
23/09/26
With the US trying to work out a potash deal with Belarus, we revive our expectation of Russian metals once again finding acceptance in the West. ...