RIO TINTO LTD (RTNTF) Form 6-K — Oct 14, 2026
Rio Tinto released strong third quarter 2026 production results, with Oyu Tolgoi copper output up 27% YoY in Q3 and 29% YTD, and global iron ore sales of 90.8 Mt up 3% YoY. Simandou hit an annualised run-rate of ~10 Mtpa (100% basis) as it ramps toward 60 Mtpa in H2 2028, and the company announced more than $2 billion of capital release achieved year-to-date against a $5-10 billion program.
Key figures
- Guidance
- 2026 production and unit cost guidance maintained: copper 800-870 kt; global iron ore sales 343-366 Mt; Pilbara sales 323-338 Mt; Pilbara unit cash costs $23.5-25.0/t; copper C1 costs 30-50 US c/lb; LCE production 61-64 kt (at lower end)
- Oyu tolgoi q3 yoy
- +27%
- Oyu tolgoi ytd yoy
- +29%
- Capital release ytd
- >$2 billion
- Productivity target
- $1.8 billion annualised run-rate by end 2026
- Lce production 9m yoy
- +33%
- Pilbara sales ytd yoy
- +4%
- Simandou run rate mtpa
- ~10 Mtpa (100% basis)
- Capital release program
- $5-10 billion
- Copper production q3 kt
- 205
- Us tariff cost q3 usd m
- 430
- Copper production 9m yoy
- +1%
- Exploration spend ytd usd m
- 692
- Global iron ore sales q3 mt
- 90.8
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