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Glencore, Rio Tinto Restart Merger Talks, Flag Scheme-of-Arrangement Path

Under takeover rules, Rio Tinto has until 5 p.m. on February 5 to announce a firm offer or walk away.

Overview

  • Glencore confirmed preliminary discussions with Rio Tinto on a possible combination that could include an all‑share merger.
  • The parties said their current expectation is a Rio Tinto acquisition of Glencore via a court‑sanctioned scheme of arrangement.
  • Glencore cautioned there is no certainty a transaction will be agreed or on any eventual terms or structure.
  • US‑listed Glencore shares rose about 6% after the disclosure, while Rio Tinto’s US‑listed shares fell roughly 0.6%, and ASX 200 futures were about 0.3% higher.
  • A tie‑up could create a mega miner, with Rio Tinto valued around US$142 billion and Glencore about US$65 billion, following an earlier, short‑lived approach in 2024.