RIO TINTO PLC LS-_10
Commented by Nico Popp on April 9th, 2026 | 07:00 CEST
Focus on Copper and PGMs: Rio Tinto, Sibanye-Stillwater, and the Opportunity at Power Metallic Mines
Securing supplies of copper and platinum group metals (PGMs) is becoming increasingly important, as these elements are essential for both energy infrastructure and the hydrogen economy. Analyses by S&P Global and McKinsey forecast a rise in copper demand to 42 million metric tons by 2040, representing a 50% increase compared to 2025. At the same time, the International Energy Agency (IEA) reports that demand for hydrogen already reached approximately 100 million metric tons in 2024, driving the need for platinum and palladium in electrolysers. While major corporations like Rio Tinto are securing their market leadership by investing in massive copper projects to meet the industry's long-term needs, PGM specialist Sibanye-Stillwater is increasingly focusing on diversifying its portfolio toward polymetallic deposits in stable jurisdictions. It is in this environment that Power Metallic Mines operates its Nisk project in the Canadian province of Québec. Recent discoveries in the Lion Zone have confirmed exceptional copper grades exceeding 10% as well as significant PGM by-products. This quality in a world-class mining region makes the company attractive—both to investors speculating on strategic consolidations and to major corporations seeking world-class resources.
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Commented by Nico Popp on March 25th, 2026 | 07:25 CET
Copper and PGMs as Strategic Bottlenecks: Is Power Metallic Mines Coming into Focus for Rio Tinto, Lundin Mining, and Others?
The energy transition and the rapid expansion of digital infrastructure have ushered in a new era in the commodities sector. Copper and platinum group metals (PGMs) have become increasingly expensive. The copper market hit a record high of over USD 14,500/t in January of this year. The International Energy Agency (IEA) warns of a significant supply deficit that could reach about 30% of demand by 2035. While capital expenditures in the sector remain well below their peak, demand is exploding due to artificial intelligence (AI) and new data centers. Industry giants such as Rio Tinto are positioning themselves through capital-intensive large-scale projects, while Lundin Mining is investing billions to scale up production in South America. For investors, however, the focus is increasingly shifting toward the quality and jurisdiction of new discoveries. This is where Power Metallic Mines comes into the spotlight: the explorer has identified a polymetallic system in the Canadian province of Québec that significantly exceeds the average grades of major producers, making the company a highly attractive takeover candidate.
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Commented by Stefan Feulner on March 10th, 2026 | 07:35 CET
Almonty Industries, Glencore, Rio Tinto – The battle for critical raw materials intensifies
The global commodities landscape is approaching a turning point. Export restrictions, geopolitical tensions, and surging demand from the defense sector, the energy transition, and high-tech industries are driving up the prices of strategic metals. Particularly critical raw materials are coming under increasing pressure, while important producing countries are tightening control over their supply chains. Analysts are already talking about a structural revaluation of entire raw materials markets. At the same time, selected producers and trading groups are benefiting from rising prices, new projects, and strategic alliances along the supply chains. For investors, this means that companies that secure access to scarce metals and could play a key role in the new raw materials order are coming into focus.
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Commented by Nico Popp on February 26th, 2026 | 07:40 CET
From penny stock to tech pioneer: How Aspermont is transforming the commodity data market with Rio Tinto – Informa as a role model
Data is the raw material for tomorrow's decisions. In an economy where algorithms and large language models (LLMs) rely on verified and structured information, access to high-quality archives determines competitiveness. Aspermont has recognized this need and is transforming itself from a traditional media company into a technology company in the field of data intelligence. With a cumulative brand archive covering over 200 years of mining history, the company has a comprehensive data set on the global commodities industry. With its Mining IQ platform, Aspermont is digitizing this historical knowledge and structuring it for AI applications. This realignment completes the company's fourth phase of technological development, which builds on 180 years of print publications and the digital media and content-as-a-service models. The quality of the data is ensured by more than 100 specialist journalists and analysts who provide qualitative input for the platform.
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Commented by Nico Popp on February 25th, 2026 | 07:05 CET
The 'Apple moment' of strategic metals! How Almonty Industries is securing Western sovereignty and emulating Glencore and Rio Tinto
The mining industry is going through a phase that could be described as the 'Apple moment' of strategic metals. Similar to how Apple ushered in a new technological era two decades ago by combining proprietary hardware and closed software architecture, Almonty Industries now occupies a key position for NATO's industrial and military sovereignty. While the public focus has long been on digitalization, critical raw materials are now moving to the center of the geopolitical power architecture. In this context, tungsten has become as indispensable to the modern defense and semiconductor industries as the operating system is to smartphones.
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Commented by Armin Schulz on February 5th, 2026 | 08:20 CET
The Next Commodity Price Surge: How Rio Tinto, Globex Mining, and Glencore Are Positioned for the Supercycle
Commodity markets are undergoing a historic turning point. While precious metals are shining as safe havens, the energy transition continues to drive lithium demand. But the real pressure point lies in critical raw materials such as antimony or tungsten, whose supply is extremely strained due to geopolitical conflicts. This fragmentation of the supercycle is creating unique opportunities for strategically positioned companies. Three key players are ready to benefit: Rio Tinto, Globex Mining, and Glencore.
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Commented by Stefan Feulner on January 27th, 2026 | 07:05 CET
Alamos Gold, DRC Gold, Rio Tinto – Gold, silver, and metals poised for another surge
Gold and silver are racing from one high to the next, sending a clear signal to the markets. What was long considered a short-term flight to safety is increasingly becoming a structural trend. Exploding government debt, persistent inflation risks, and a fragile geopolitical situation are increasing the need for investors worldwide to hedge their bets. In this environment, industrial metals and strategic commodities are coming into focus alongside traditional precious metals. Supply bottlenecks, geopolitical dependencies, and rising demand due to the energy transition and digitalization suggest that 2026 could be another profitable year not only for gold and silver but for the entire commodities sector.
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Commented by Nico Popp on January 23rd, 2026 | 07:05 CET
The battle for resources is being fought in the data room: How Aspermont Uses AI to Boost the Returns of Rio Tinto, Alamos Gold & Co.
It is the greatest paradox of the modern economy: while demand for copper, lithium, and rare earths is exploding due to trade wars and the insatiable appetite of the AI industry, building a new mine has never been more difficult. Large mining corporations are increasingly failing not because of geology, but because of bureaucracy, environmental regulations, and, in remote regions of the world, geopolitical pitfalls. In this new era, where a legally binding permit is often more valuable than spectacular drilling results, validated information is becoming the most critical resource in the commodities sector. Analyst firms such as McKinsey and the International Energy Agency (IEA) warn of a massive structural supply deficit, as the development of new mines in the West often requires more than a decade of legal wrangling. It is precisely in this area of tension that the Australian media and tech company Aspermont is positioning itself as the decisive problem solver. With a treasure trove of data spanning centuries of industrial history and a new alliance with industry giant Rio Tinto, the Company is transforming itself from a media company into a kind of "Google of mining" – offering investors an opportunity based on intelligence rather than luck.
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Commented by Armin Schulz on January 22nd, 2026 | 07:15 CET
Geopolitics as an opportunity: How to profit now with BYD, Pasinex Resources, and Rio Tinto
The rules of the global economy are being rewritten. It is no longer market forces alone that determine the course of events, but geopolitical strategies and the battle for critical resources. In this new geo-economy, the ability to assert oneself in a politically driven cycle determines success or failure. Three companies are exemplary on this front line and reveal the concrete opportunities and risks: electric mobility pioneer BYD, zinc producer Pasinex Resources, and mining giant Rio Tinto.
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Commented by André Will-Laudien on January 13th, 2026 | 07:40 CET
Silver +200% - Gold doubles! Time for acquisitions? Barrick, B2Gold, Desert Gold, Glencore, and Rio Tinto in focus!
The geopolitical situation brings new uncertainties every day. Most recently, markets reacted strongly to news around the removal of Venezuelan President Maduro, and now massive unrest in Iran has been added to the mix! Commodity prices are galloping against the backdrop of fragile supply chains and the formation of Eastern and Western power blocs with conflicting interests. While the US is formulating its expansionist agenda towards Greenland and Canada, China is responding with further export restrictions. This is exacerbating the situation even further and driving up the prices of silver to USD 85 and gold to over USD 4,600. Both established mines and promising projects are coming into focus, and takeover rumors are circulating once again. How are investors supposed to keep track of all this? We are happy to help.
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