Vale S.A. Aktie News

Vale S.A. (VALE) Q4 2025 Earnings Call Transcript

UBS has warned of persistent supply risk in Queensland's metallurgical coal market due to recent severe weather. Weekly coal shipments had recovered to 4.9 million tonnes in the last week of January, or 20% above the long-run average, but UBS estimates around 4 million tonnes of supply were already disrupted.

We're in the early stages of a massive $85 trillion global infrastructure buildout, driven by AI, reshoring, and modernization. This capital rotation is fueling explosive demand for energy, power, and commodities—especially copper, silver, and natural gas. Old economy stocks—miners, energy, infrastructure, and equipment providers—are positioned for substantial re-rating and long-term alpha.

Investors have been bullish on mining stocks, led by gold and silver's surges. However, appetite has cooled over the past six months, according to a Citi note that shows 'Buy' ratings have dipped.

Brazilian miner Vale has halted operations at units that analysts say account for about 2% of its iron ore production outlook for this year after water overflowed at the sites, a securities filing showed late on Monday.

Overflowing water from a mining pit owned by Brazil's miner Vale caused environmental damage as it reached the local Maranhao River, Minas Gerais state government said in a Monday statement.

Oil built the 20th century. Rare earths and critical minerals is building the 21st.

Unusually heavy trading in this global iron ore and nickel producer spotlights shifting sentiment in miners, today, Jan. 21, 2026.