Stock analysis posts tagged "commodities" from Openbook.
Alumina output rose 11% to 2.5m tonnes but revenue fell 7% on lower metal prices. Inside Alcoa's Q3 2026 numbers and what they leave for the next quarter.
Antofagasta stock analysis covers a copper producer with four Chilean mines. H1 2026 brought record margins on higher prices and 9 per cent lower output.
The LME copper backwardation hit $550 a tonne, then collapsed in 48 hours. The price barely moved. What that split means for Antofagasta and LSE peers.
A Glencore share price analysis of the miner and its trading desk: what the H1 2026 numbers showed, how cash gets returned, and the risks to watch.