The mining sector has been rocked by the news that Rio Tinto and Glencore have revived talks on a $300 billion-plus megamerger, a move that would instantly create the world's dominant copper powerhouse. But behind the headlines lies the real story: what this means for BHP, the current global leader by market cap and a miner that suddenly finds itself watching the biggest game in town from the sidelines.
In a market defined by electrification demand, supply shortfalls and geopolitical risk, the question is simple: If Rio and Glencore join forces, can BHP afford to do nothing?
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