Rio Tinto

RIO

Market cap $117B

Rio Tinto and Vale battle for upside as iron ore output, energy-transition metals growth and earnings outlooks diverge.

The world's second-largest mining company bet big on lithium last year, in contrast to other major miners.

MONTREAL--(BUSINESS WIRE)--As part of the 16 Days of Activism against Gender-Based Violence, Rio Tinto is reaffirming its commitment to addressing domestic and family violence by extending support to local organisations across Canada. For the sixth consecutive year, Rio Tinto is partnering with organisations that provide shelter, counselling, education, training, and services to help women, children, and members of the 2SLGBTQ+ community rebuild their lives. This year, Rio Tinto is contributing.

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.

Anglo-Australian mining giant Rio Tinto announced Tuesday that it will slash production at its Yarwun alumina refinery in Queensland by 40% starting next October in a move to prolong the facility's operational life. Rio decided against building a second waste facility at Yarwun, as it concluded the required substantial investment was not currently viable.

MELBOURNE, Australia--(BUSINESS WIRE)--Rio Tinto will reduce production at the Yarwun Alumina Refinery in Gladstone by 40 per cent from October 2026, to extend the operation's life until 2035 and allow time to explore further life-extension and modernisation options. With Yarwun's tailings facility expected to reach capacity by 2031 at current production rates, this curtailment will allow another four years to explore and develop technical solutions that could further extend the refinery's life.