Mining: sector news on Thursday 22 October 2026
Average tone +4.3 (positive) across 6 companies with relevant coverage, from 54 stories.
How to read a score. Each score rates how good or bad the news was for the company, from −10 (clearly bad) to +10 (clearly good). 0 is neutral, and anything beyond ±6 is strong and rare. It rates the coverage, not the share price.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| Rio Tinto | +3.7 | 26 | Coverage was mainly about Rio Tinto's fresh iron ore supply agreement with China's state buyer and a heat battery project at its Yarwun refinery, both of them positive. |
| Fresnillo | +0.7 | 10 | Coverage focused on Fresnillo's third-quarter update, in which reduced production of silver and gold was counterbalanced by 2026 guidance being reaffirmed. |
| Anglo American | +3.3 | 9 | Coverage centred on the Q3 production update, with iron ore output lower but coal higher and copper guidance maintained. |
| Glencore | +8.3 | 5 | Coverage centred on Glencore's copper expansion in Peru, including the Coroccohuayco project and land access agreements. |
| Antofagasta | +0.3 | 3 | Coverage was mixed: Citigroup cut its price target while keeping a Buy rating, and commentary pointed to higher cost guidance. |
| Endeavour Mining | +9.2 | 1 | The sole relevant item was a kalkine.ca profile of Endeavour Mining that pointed to high net income, profitable gold mining and prospects for earnings growth over the long term. |
Strongest stories in the sector
- +10.0 BofA says land access deals reduce risk in Glencore's copper expansion.
- +9.2 Positive profile citing high net income and earnings growth potential
- +9.2 Glencore's Coroccohuayco project expected to lift Peruvian copper supply.
- +8.3 Increased copper output is positive operationally
- +8.3 Glencore's copper growth ambitions presented positively.
- +7.5 Berenberg sets a 4,300p price target, supportive analyst coverage.
- +7.5 Duplicate Berenberg 4,300p target coverage, supportive.
- −7.5 Rio shares hit multi-month lows with miners under pressure.
- −7.5 Shares hit multi-month lows alongside peers.
- +7.5 Berenberg keeps Buy rating with high target.
- +6.7 CMRG agrees new annual supply contract.
- +6.7 New deal reached with China's state ore buyer.
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