Glencore Aktie News

Commodities trader Glencore is in talks with the British government over the status of its supply and offtake contract with the insolvent Lindsey oil refinery, according to a source familiar with the situation.

Glencore said on Wednesday it will buy back shares worth $1 billion starting next week following the merger of global agribusiness Bunge Global with its grain handler Viterra.

There's nothing fashionable about coal these days, but Glencore PLC's (LSE:GLEN) latest site visit to its newly acquired coking coal mines in British Columbia suggests it's still capable of digging out value where others aren't looking. Coking coal, the hard stuff used in steelmaking, not the kind burnt in power stations, has become an increasingly tight market, especially for the higher-grade ...

Glencore's revised coal strategy and resilient marketing segment support a compelling risk-reward profile, despite lower Q1 production. The valuation remains attractive with over 25% upside, driven by normalized EBITDA and solid, strong free cash flow yields. Ongoing share buybacks, Bunge monetization, and resilient cash returns reinforce our buy rating.

Vanadium pentoxide prices & ferrovanadium prices were both flat in Europe and slightly lower in China the past month. Prices remain very low. Vanadium market news - Rongke Power completes the world's first grid-connected GWh-scale VRFB Station in Xinjiang. Vanadium powers new era in UK Energy Storage as Root-Power submits 300MW LDES Projects. Vanadium company news - Ferro-Alloy Resources entere...

Glencore's long-term strategy of owning commodity assets and trading expertise makes it a unique and undervalued player in the mining sector. Despite recent volatility and bearish trends, scale-down buying of GLNCY shares could be optimal, especially with the potential for higher commodity prices ahead. Restructuring and asset shifts suggest Glencore is positioning itself for a mega-merger, whi...

Glencore PLC (LSE:GLEN) shares were higher after a leading bank reported that the miner and commodities trader is holding its ground in coking coal despite some shifts in the market story. Citi, in a research note, points out that coking coal prices have swung wildly every few years, often driven by changing narratives about supply and demand.

Glencore is deeply undervalued, trading at sub-4x EV/EBITDA and a 60% discount to sum-of-the-parts valuation, despite robust cash generation. The business model's integration of marketing and mining provides resilience across commodity cycles, supporting stable free cash flow and shareholder returns. Key upside catalysts include a copper output rebound, strong cobalt pricing, integration of new...