Rio Tinto, bakar i nova rudarska megakompanija

January 20, 2026

TL;DR

Rio Tinto and Glencore are in talks for a potential merger valued at over $260 billion.
The primary driver for the merger is the increasing global demand for copper, fueled by AI, electrification, and digitalization.
Copper prices have reached record highs, with forecasts predicting a significant supply deficit by 2040.
Glencore aims to become the world's largest copper producer, while Rio Tinto is already the second-largest mining company globally.
The merger could transform the global mining industry and the supply chain for critical materials like copper, iron ore, cobalt, and lithium.
Raw materials are increasingly viewed as crucial for national security in the new world order.
Serbia, despite its copper production being managed by China's Zijin, could be indirectly affected by this merger and global strategic raw material negotiations.
There's a suggestion for Serbia to proactively consider strengthening its control over strategic metal capacities, like copper, to mitigate potential negative consequences of past decisions.

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