EPISODE · Nov 18, 2025 · 1H 3M
Glencore reaches inflection point, ft Bloomberg Intelligence’s Alon Olsha
from The Northern Miner Podcast · host The Northern Miner
This week’s episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the latest developments at Glencore. Alon explains the mounting shareholder pressure over Glencore’s shrinking copper portfolio and its dominant but controversial trading division. He also explores the company’s growing focus on Argentina as a key growth region. The discussion also explores the significant obstacles Glencore would encounter if it were to pursue a bid for Teck Resources, as well as the structural and market challenges confronting its smelting operations in a competitive global landscape.All this and more with host Adrian Pocobelli.“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (www.incompetech.com).Licensed under Creative Commons: By Attribution 4.0 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
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Glencore reaches inflection point, ft Bloomberg Intelligence’s Alon Olsha
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