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Commodity Prices News 21 January 2026 - 26 January 2026

Glencore share price: production report and Rio Tinto deal clock keep GLEN.L in focus

Glencore share price: production report and Rio Tinto deal clock keep GLEN.L in focus

London, Jan 26, 2026, 07:50 GMT — Premarket update Glencore plc shares are drawing attention again ahead of Monday’s London open. Investors are moving beyond Friday’s rebound, eyeing a busy week full of key events for the miner and commodity trader. Glencore’s full-year production report is coming up next, offering the first solid update since takeover rumors dragged the stock back onto deal-watch radars and tied its moves closely to daily shifts in copper, coal, and oil prices. This is crucial now since the stock’s price reflects two stories: its 2025 performance and potential acquisition value. Changes in either angle
26 January 2026
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BHP share price in focus: China iron ore curbs and Chile strike set up next ASX session

BHP share price in focus: China iron ore curbs and Chile strike set up next ASX session

Sydney, Jan 26, 2026, 16:48 AEDT — Markets have closed for the day. BHP Group Ltd shares enter Tuesday’s session facing a fresh twist in a familiar battle: offloading iron ore while its biggest customer resists. Australia’s cash market will be shut on Monday for the Australia Day public holiday, so miners will have to digest offshore news until local trading kicks back in on Jan. 27. (Australian Securities Exchange) The reason this matters now is straightforward. Iron ore remains the backbone of BHP’s profits, and the dispute over China contracts is starting to affect daily logistics, discounts, and inventory
26 January 2026
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Natural gas prices surged this week — what could move Henry Hub next

Natural gas prices surged this week — what could move Henry Hub next

New York, Jan 25, 2026, 12:25 EST — Market closed U.S. natural gas futures enter the week close to multi-year peaks following a sharp surge. February delivery last changed hands up 23 cents, or 4.6%, settling at $5.275 per million British thermal units (mmBtu). With the contract set to expire on Jan. 28, volatility often rises as trading shifts toward March. (Barchart.com) The move is significant as the market braces for a cold snap that could squeeze both supply and demand: heating needs rise even as output risks dropping if wells and gear freeze. Winter storm Fern is forecast to
25 January 2026
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BHP stock price faces a two-front test: China iron ore ban and Chile copper roadblocks

BHP stock price faces a two-front test: China iron ore ban and Chile copper roadblocks

Sydney, Jan 24, 2026, 16:55 AEDT — The market has closed. BHP Group Ltd shares (BHP.AX) enter the week with fresh scrutiny on their China iron ore sales after Reuters revealed the miner diverted Jimblebar Blend Fines — a mid-grade iron ore product — to Malaysia and Vietnam. The shipments came after China Mineral Resources Group (CMRG), created in 2022 to coordinate iron ore purchases, instructed mills and traders last September not to buy Jimblebar during 2026 contract talks. Reuters pointed to a 95,000-ton cargo unloaded in Malaysia on Jan. 14 and a 75,000-ton shipment to Vietnam in December. Meanwhile,
24 January 2026
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Natural gas breaks $5 again — UNG, EQT climb as U.S. freeze looms

Natural gas breaks $5 again — UNG, EQT climb as U.S. freeze looms

New York, January 23, 2026, 10:18 EST — Regular session U.S. natural gas prices surged again Friday, with February Henry Hub futures climbing 31.1 cents, or roughly 6.2%, to $5.356 per million British thermal units (mmBtu). The United States Natural Gas Fund (UNG), an ETF linked to near-term gas futures, gained around 3.6% in early trading. (CME Group) The shift is critical now, with a late-January cold snap looming that could boost heating demand while tightening supply. Goldman Sachs analysts, led by Samantha Dart, argued the recent price surge has “overshot” near-term fundamentals. They cited weather risks, possible production outages,
23 January 2026
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Lithium price jumps 4% in China, lifting Albemarle and lithium stocks before the Wall Street open

Lithium price jumps 4% in China, lifting Albemarle and lithium stocks before the Wall Street open

New York, January 23, 2026, 07:21 (EST) — Premarket Lithium carbonate prices in China jumped almost 4% on Friday, building on a strong recovery in January that has pushed lithium-related stocks up before the U.S. market opens. Battery-grade lithium carbonate was last valued at 171,000 yuan per metric ton, equivalent to $24,502.78 a ton including value-added tax. (Metal.com) Battery-grade lithium carbonate matters because it’s a crucial feedstock for cathode materials—the part of the battery that stores and releases energy in electric vehicles and grid storage. China dominates the battery supply chain, so price shifts there often send ripples through contracts
23 January 2026
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Anglo American share price today: AAL.L steadies as copper swings keep miners in focus

Anglo American share price today: AAL.L steadies as copper swings keep miners in focus

London, Jan 23, 2026, 09:28 GMT — Regular session Anglo American plc shares inched higher on Friday, hovering near 3,350 pence—up roughly 0.2% from Thursday’s finish. The stock remained confined to the day’s range amid a volatile session that saw resource sector stocks trade in clusters. (Investing.com) For traders, the takeaway is clear. Anglo’s stock is once again tracking copper prices closely, and copper itself has been anything but calm lately. This is crucial now as investors weigh whether the recent copper rally reflects genuine supply constraints—tight inventories, sluggish mine restarts—or merely a fresh wave of speculative money chasing metals.
23 January 2026
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SSR Mining stock price jumps on TD Cowen upgrade as gold’s rally keeps miners in focus

SSR Mining stock price jumps on TD Cowen upgrade as gold’s rally keeps miners in focus

New York, January 22, 2026, 15:39 (EST) — Regular session Shares of SSR Mining Inc surged roughly 12.5% to $26.01 in Thursday afternoon trading, continuing a strong rally for the mid-cap gold miner amid renewed analyst enthusiasm. The stock fluctuated between $23.16 and $26.07, with roughly 4.6 million shares changing hands. The shift happens as investors continue to favor gold-related stocks following bullion’s recent surge to record highs. Spot gold dipped Thursday after reaching a peak the day before, weighed down by a stronger dollar and reduced appetite for safe havens, despite major banks raising their long-term forecasts. (Reuters) TD
22 January 2026
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BHP share price falls again as China iron ore talks and Jansen potash costs hang over the stock

BHP share price falls again as China iron ore talks and Jansen potash costs hang over the stock

SYDNEY, Jan 22, 2026, 16:49 AEDT — After-hours trading update BHP Group Ltd shares slipped 0.7% to close at A$48.14 on Thursday, erasing part of the previous session’s gains. Investors remained focused on ongoing iron ore price pressure and rising costs at its Jansen potash project. (Investing.com) This move is crucial as the miner aims to safeguard iron ore margins amid annual talks with China’s state-backed buyer. Plus, Jansen has turned into BHP’s major capital focus beyond just copper and iron ore. The announcement arrives mere weeks ahead of the company’s half-year results, a period when investors zero in on
22 January 2026
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ASX:PLS share price tops A$5 as China lithium futures bounce; traders watch Jan 30 update

ASX:PLS share price tops A$5 as China lithium futures bounce; traders watch Jan 30 update

Sydney, Jan 22, 2026, 17:02 AEDT — Market closed PLS Group Limited shares ended Thursday above A$5, rising 1.8% to close at A$5.04 after moving between A$4.97 and A$5.07 during the session. Roughly 19.5 million shares were traded. The stock has gained around 17% year-to-date on daily closes. (StockAnalysis) Traders are zeroing in on China’s lithium price moves as a fast barometer for battery-material shares. Lithium carbonate futures climbed 3% to 169,480 yuan a tonne during daytime trading, still roughly 2.6% shy of a recent peak. Alongside this, PLS gained ground with Liontown Resources and IGO, data from MarketIndex shows.
22 January 2026
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Natural gas price jumps toward $5 on cold-flip trade, lifting EQT and Range stocks

Natural gas price jumps toward $5 on cold-flip trade, lifting EQT and Range stocks

New York, January 21, 2026, 13:56 EST — during the regular session U.S. natural gas futures surged further Wednesday, driven by volatile weather patterns. The Henry Hub February contract jumped 84.8 cents, roughly 22%, to $4.755 per million British thermal units (mmBtu). A forecaster quoted by Barchart warned of “major Arctic cold outbreaks” expected late this week and into next. (Barchart.com) This shift is crucial since winter gas demand can spike abruptly. A chillier outlook boosts heating needs, strains storage, and pushes utilities and traders to shell out more for immediate supply. It often hits U.S. gas producer stocks too,
21 January 2026
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Lithium price jumps again as China spot hits 158,500 yuan; Albemarle stock pops premarket

Lithium price jumps again as China spot hits 158,500 yuan; Albemarle stock pops premarket

New York, Jan 21, 2026, 07:39 (EST) — Premarket Lithium prices in China rose once more on Wednesday, with battery-grade lithium carbonate hitting 158,500 yuan ($20,092 a metric ton, VAT excluded), up 3.9% from the previous day, according to Shanghai Metals Market data. (Metal) Lithium carbonate is crucial now, as it’s a key ingredient in lithium-ion batteries. When its price jumps, battery and cathode manufacturers feel it first, which then ripples into contract negotiations with miners and processors. In the physical market, SMM priced battery-grade lithium carbonate between 155,000 and 162,000 yuan per tonne, averaging 158,500 yuan. The leading lithium
21 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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