A BHP Spinoff? Big Rio M&A? Deutsche's 2019 Mining Wildcards

The video discusses strategic opportunities for major mining companies BHP and Rio Tinto. BHP is considering a spin-off focused on energy and battery storage, while also evaluating the impact of US-China trade tensions on its operations. Rio Tinto is advised to continue selling assets but also to consider acquiring large assets to boost its copper supply. The mining sector remains optimistic despite global economic challenges, with expectations of Chinese stimulus supporting base metal prices. A potential peak in the US dollar could further influence commodity prices.

What role does the Chinese stimulus play in the mining sector's outlook?

What are the expectations for commodity prices as we move into 2019?