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Iluka, Lynas, Base Metals and Coal Miners: Updating FVEs for our Latest Assumed Commodity Prices

Jon Mills

Jan 23, 2026

Base metals prices have risen strongly since last quarter, with copper and aluminum driven by supply concerns and optimism over rising demand for use in decarbonization and electrification. Metallurgical coal and rare earths prices are also higher, but thermal coal and minerals sands are weaker.

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Glencore PLC

Iluka, Lynas, Base Metals and Coal Miners: Updating FVEs for our Latest Assumed Commodity Prices

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