Monday, September 15, 2025

Lithium Market Shakeup: Rio Tinto in Talks to Acquire Arcadium

Rio Tinto (ASX: RIO), one of the world’s largest mining companies, is reportedly in talks to acquire Arcadium Lithium (NYSE: ALTM). According to recent reports, Rio Tinto is considering a bid that would value Arcadium between $4 billion to $6 billion, signaling a significant push into the lithium sector.

The potential acquisition aligns with comments made by Rio Tinto’s CEO, Jakob Stausholm, who previously indicated the company’s interest in strengthening its lithium business. Stausholm highlighted Rio Tinto’s readiness for deals and preference for South American lithium extraction methods, particularly in Argentina and Chile.

Arcadium Lithium’s shares surged by more than 30% in pre-market trading following the news, reflecting investor excitement about the potential deal. The acquisition would position Rio Tinto as one of the world’s top producers of lithium, a crucial component in electric vehicle batteries.

However, the proposed deal has faced criticism from some Arcadium shareholders. Sydney-based Blackwattle Investment Partners argues that the reported $5.9 billion valuation significantly undervalues Arcadium and its future growth prospects. They suggest that a fair valuation should be closer to $8 billion, describing Rio Tinto’s bid as “highly opportunistic” given the current depressed state of lithium markets.

The timing of the potential acquisition is particularly noteworthy, as lithium stocks have struggled this year due to a supply glut and slower electric vehicle sales. Rio Tinto’s move could be seen as a strategic play to acquire assets during a market downturn, aligning with the company’s long-term vision for lithium demand.

Rio Tinto and Arcadium have remained tight-lipped about the negotiations. If successful, the acquisition would not only expand Rio Tinto’s lithium portfolio but also provide significant synergies with its existing Rincon project in Argentina.


Information for this story was found via the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.

Video Articles

New Found Gold: The Strategic Maritime Resources Purchase

Amex Exploration: Revised Perron PEA Has INSANE Economics

Aris Mining: The Multi Billion Dollar Soto Norte PFS

Recommended

Northern Superior Expands Philibert With 350 Metre Step Out Testing 1.10 g/t Gold Over 25.5 Metres

Goliath Resources Hits 18.58 g/t Gold Over 5.00 Metres At Surebet

Related News

Rio Tinto Explores Potential Bid for Teck Resources

Rio Tinto (NYSE: RIO), the world’s second-largest mining company, is reportedly considering potential takeover bids...

Friday, July 12, 2024, 10:47:00 AM

Rio Tinto Expands Lithium Portfolio with $6.7 Billion Arcadium Acquisition

Rio Tinto Group, the world’s second-largest mining company, has announced its agreement to acquire Arcadium...

Wednesday, October 9, 2024, 03:12:00 PM

Native American Group to Take Fight Against Arizona Copper Mine to US Supreme Court

A Native American group has declared their intent to escalate the battle against Rio Tinto’s...

Thursday, May 16, 2024, 10:41:00 AM

Is Rio Tinto Eyeing Potential New Copper Acquisitions?

Is Rio Tinto (ASX: RIO) exploring new acquisition opportunities in the copper sector? The question...

Wednesday, July 17, 2024, 12:40:18 PM

Rio Tinto’s Not Having A Great Time In Serbia: Capital Erupts in Protest Over Controversial Lithium Mine

Tens of thousands of protesters flooded the streets of Belgrade, Serbia’s capital, on Saturday to...

Monday, August 12, 2024, 12:04:59 PM