WATCH: Glencore, Rio Tinto revive talks on mega-merger

Business Day TV spoke with Vinesh Chetty, head of research at Afriforesight

Commodities trader Glencore has reached an agreement with the Strategic Fuel Fund to return SA's oil reserves, which were sold in 2015.
Commodities trader Glencore has reached an agreement with the Strategic Fuel Fund to return SA's oil reserves, which were sold in 2015. (REUTERS/Arnd Wiegmann/File Photo)

Glencore and Rio Tinto have confirmed early-stage talks over a potential tie-up, nearly a year after similar discussions collapsed. If it goes ahead the deal would create the world’s largest listed miner, with copper supply and energy-transition demand central to the logic. Business Day TV spoke to Vinesh Chetty, head of research at Afriforesight, about what’s driving the renewed talks and what a deal could mean for global mining.