Anglo American asset sale faces EU antitrust probe

Wednesday, October 29, 2025 at 10:40 UTC+01:00 (+0100), European Union / United Kingdom / Brazil, Brussels

News category : Corporate and Sector Events

On October 29, reports indicated the European Commission is scrutinising Anglo American’s sale of Brazilian nickel assets to a unit of MMG, after finding the initial remedies insufficient. The probe introduces execution risk for the transaction and broader uncertainty for consolidation strategies in the minerals sector. Market participants noted the deal’s delay could slow capital recycling plans and affect nickel supply expectations, with knock-on effects for battery-raw-material pricing and EV supply chains. The announcement dampened investor enthusiasm for materials M&A and raised questions about regulatory hurdles for cross-border resource deals.

Overall market impact

Light bearish market impact - strength score : 58/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

Anglo American shares

Nickel market participants

Mining M&A pipeline

European antitrust-sensitive equities

Materials sector ETFs

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