Glencore Stock News

Glencore PLC (LSE:GLEN) shares slid 5% in early trading on Monday, caught in the broad sell-off following President Trump's sweeping tariffs that have sparked fears of a global recession. While Glencore is one of the world's most diversified miners, it also runs one of the largest commodity trading businesses globally - a model heavily exposed to price swings and market activity.

In March, we welcomed 30 new analysts to Seeking Alpha, and in this article we are showcasing their stock picks and investment strategies. Our analysts covered a diverse set of industries—including IT, financials, utilities, materials, and mining—and provided ratings ranging from Strong Sell to Strong Buy. Top picks include C3.ai, Robinhood, Central Puerto, CF Industries, and Kyndryl.

Glencore's marketing division is well-positioned to take advantage of dislocations created by tariffs. There are several positive catalysts to watch out for, such as 1) dual listing, 2) ongoing buyback, and 3) the Viterra/Bunge merger. Despite solid results and good execution, GLNCY is discounted compared to its peers. Our buy is confirmed.

Nickel spot prices were higher the last month. Critical Raw Materials Act: EU funds 47 raw materials projects, includes 12 nickel projects. Nickel market news - Indonesia's nickel boom is forcing its own smelters to shut down. China to add cobalt, copper, nickel & lithium in boost to state metal reserves. Nickel company news - Vale produced 160kt of nickel in 2024, down from 165kt in 2023. Jinc...

Shell has closed the sale of its Singapore refinery and refining assets to a Chandra Asri-Glencore joint venture, following its announcement of the deal last year, the company said in a statement on Tuesday.

Glencore's strategic decision to retain and expand its coal portfolio, despite falling prices, is proving advantageous amid the complex energy transition. Copper is pivotal for Glencore's future growth, with demand set to surge due to electrification and grid expansion, positioning the company favorably. Institutional investors overwhelmingly support Glencore's coal strategy, highlighting the c...

Glencore PLC (LSE:GLEN) will cut production at its Cerrejón thermal coal mine in Colombia by as much as 10 million tonnes this year, a reduction of roughly 8% of its total thermal coal output. The decision, announced on Tuesday, is in response to what the company called “unsustainable prices” in the seaborne coal market.

Technology Minerals PLC (LSE:TM1) has kicked off deliveries of black mass to Europe in a deal with commodities giant Glencore, marking a key step in its push to build a circular economy for battery metals. The AIM-listed company said its battery recycling arm, Recyclus, which holds a 48.35% stake, has shipped the first batch of the material - 111 tonnes in total - to be delivered in six equal s...