Rio Tinto and Vale battle for upside as iron ore output, energy-transition metals growth and earnings outlooks diverge.
Rio Tinto is well-positioned to benefit from AI-driven demand for metals like copper and aluminium, despite not being priced as an AI stock. RIO's strong 2025 performance includes significant EBITDA growth in aluminium (50%) and copper (69%), reflecting rising demand and higher prices for these metals. The company remains financially robust, but investors should be aware of risks from commodity price swings and operational disruptions, such as weather-related impacts on iron ore.
Rio Tinto (RIO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Rio Tinto (NYSE: RIO) showcased a strong performance in Q3 2025, reflecting operational strength throughout its portfolio despite challenging commodity markets. During the quarter, Pilbara iron-ore shipments reached 84.3 million tons, representing a 6% increase compared to the previous quarter.
Rio Tinto will slash output at Yarwun by 40% from 2026 to extend the refinery's life to 2035 while keeping customer supply steady.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) can deliver around 20% growth in copper production over the next three years, that's according to analysts at Citi, pointing to the ramp-up at Oyu Tolgoi as a key contributor. The broker said the mine will also bring increased volumes of gold and silver by-products, helping lower unit costs.
Rio Tinto said on Friday its Kennecott operation in Utah, U.S., has signed a 15-year virtual power purchase agreement with TerraGen to source renewable energy from a new wind farm in Texas.
Rio Tinto posts steady Q3 output and raises 2025 bauxite guidance, as lithium expansion and earnings revisions boost long-term optimism.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Rio Tinto , said on Tuesday it is contemplating ceasing operations at its New South Wales-based Tomago aluminium smelter at the end of its current electricity supply contract.