StreetInsider.com News Articles

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Iron ore equities BHP Group (NYSE:BHP), Rio Tinto (NYSE:RIO), and Vale (NYSE:VALE) are pricing in iron ore at $98 per ton, compared to the current spot price of $109 per ton. BHP's implied price decreased 1% from $99 per ton last week, while Rio Tinto's rose 2% from $97 per ton and Vale's increased 1% from $97 per ton.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Barclays analysis shows mining stocks pricing in commodities below spot levels

Tue, 26 May 2026 07:16:00 -0400

Investing.com - Barclays analysis reveals iron ore and copper mining stocks are pricing in commodity values below current spot prices, according to a report released on Tuesday.

Among copper equities, Antofagasta (OTC:ANFGF) remains the most expensive, pricing in $7.66 per pound or $16,890

Glencore (GLNCY) PT Raised to $16.90 at Berenberg

Thu, 02 Apr 2026 02:30:55 -0400

Berenberg analyst Richard Hatch raised the price target on Glencore (OTC: GLNCY) to $16.90 (from $16.30) while maintaining a Buy rating.

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Investing.com -- Morgan Stanley outlined two potential trading scenarios for mining equities tied to geopolitical tensions in the Middle East, highlighting different commodity producers depending on whether the conflict persists or eases.

The brokerage said concerns about higher energy costs and a stronger U.S. dollar have made investors more cautious on mining stocks. The sector has already de-rated and the impact of geopolitical tensions is not uniformly negative.

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Morgan Stanley flags these stocks for prolonged Middle East conflict

Thu, 12 Mar 2026 21:00:00 -0400

Prolonged conflict

In a scenario where tensions in the Middle East continue, Morgan Stanley said companies exposed to thermal coal and aluminum would benefit the most.

The firm noted seaborne thermal coal prices have risen about

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The analyst commented: "Commodity selection is arguably the most important factor driving returns in metals & mining land. We believe that valuation is a close second. In this note, we refresh our Mining Valuation Book and update our valuation tools to assess ten stocks within our coverage universe, along with their peers. Finally, we offer ideas on VALE, ABX and GLEN.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central