Bluebell, which has not disclosed the size of its shareholding, started an activist campaign at Glencore in 2021, urging it to separate its thermal coal business and sell its agricultural business Viterra.
President Emmanuel Macron has said Japan and France will work together to boost French energy sovereignty through the supply of critical metals from Mongolia.
Either inventory rebuilds over the seasonal summer soft spot for northern hemisphere demand, or the market is going to have to rethink just how much copper is really out there, writes Andy Homes.