Sunday, 20 September 2026European Markets

European Mining & Energy

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Rio Tinto-Glencore Merger Talks Surface as Critical Minerals Demand Surges for Energy Transition

Rio Tinto-Glencore Merger Talks Surface as Critical Minerals Demand Surges for Energy Transition

Rio Tinto and Glencore are in strategic consolidation discussions as demand for copper, nickel, and cobalt accelerates alongside the energy transition. Gold futures hit $4,200/oz—tracking toward the best year since 1979—while antimony mineral markets expand rapidly. European mining giants face pressure to secure supply chains for batteries and renewable infrastructure amid regulatory shifts.

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AI Boom Hits a Fork: Slowdown Calls Clash with Capex Confidence as Markets Get Nervous
Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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