FTSE 100 news / Companies and sectors / Mining / 15 October 2026
Mining: sector news on Thursday 15 October 2026
Average tone +3.0 (slightly positive) across 6 companies with relevant coverage, from 89 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| Rio Tinto | +5.5 | 33 | Coverage centred on Rio Tinto's third-quarter update, with higher iron ore sales, Simandou's ramp-up, rising Oyu Tolgoi copper output and unchanged guidance. |
| Glencore | +7.0 | 26 | Coverage was dominated by Glencore's secondary listing on the ASX, with a generally upbeat tone and shares opening above the London close. |
| Anglo American | +6.3 | 17 | Coverage centred on JPMorgan upgrading Anglo American to Neutral from Underweight with a higher price target. |
| Antofagasta | +4.2 | 7 | Coverage mixed a 7% rise in third-quarter copper output, a backed annual forecast and a top copper pick rating from J.P. |
| Endeavour Mining | −0.5 | 4 | Coverage was mostly routine notices of the Q3 2026 results date, alongside a report that the shares slipped and underperformed the market. |
| Fresnillo | −4.5 | 2 | Coverage centred on Fresnillo being among the FTSE 100 fallers, which gives the day a negative lean. |
Strongest stories in the sector
- +10.0 Glencore upgraded at J.P. Morgan on copper growth pipeline; Antofagasta top copper pick
JPMorgan upgrade on copper growth pipeline. - +10.0 Glencore upgraded as JP Morgan forecasts over 30% copper growth
Upgrade on forecast of over 30% copper growth. - +10.0 JPMorgan Upgrades Glencore to Overweight, Boosts PT
Upgrade to overweight with higher price target. - +10.0 JPMorgan upgrades Glencore stock rating on copper growth outlook By Investing.com
Rating upgrade on copper growth outlook. - +10.0 Glencore upgraded at J.P. Morgan on copper growth pipeline; Antofagasta top copper pick
Named top copper pick by J.P. Morgan - +10.0 JP Morgan upgrades Glencore and Anglo American as miners brace for copper supercycle
Upgrade amid copper supercycle expectations. - +9.7 JP Morgan upgrades Glencore and Anglo American as miners brace for copper supercycle
JPMorgan upgrade amid copper supercycle expectations - +9.2 Anglo American Shares: JPMorgan Upgrades Stock, Lifts Target On Commodity Supply Constraints
JPMorgan upgrade and higher target on supply constraints - +9.2 JPMorgan Upgrades Anglo American to Neutral, Boosts PT
JPMorgan upgrade to Neutral with higher price target - +9.2 Anglo American upgraded to Neutral from Underweight at JPMorgan
Upgraded from Underweight to Neutral by JPMorgan - +9.2 Antofagasta Q3 copper output rises 7%, backs annual forecast
Q3 copper output up 7% and annual forecast backed - +9.2 Rio Tinto posts higher Q3 iron ore production and sales on Pilbara shipments, Simandou ramp-up
Higher Q3 iron ore output and sales, Simandou ramp-up.