Barclays analysts said Rio Trott's first investor briefing under the leadership of new CEO Simon Trott was largely in line with market expectations. According to these analysts, Trott's plan aimed at making Rio Tinto “leaner” and “sharper” could result in earnings before interest, taxes, depreciation, and amortization in 2030 being about $5 billion higher than Barclays's forecast, and about $7 billion higher than the average market forecast. However, in a report to clients, these analysts said that market expectations “can be said to be very high” before the briefing, and that “compared with average market expectations, production guidance for 2026 is weak, which may cause the average market expectations to drop in the near future.”

Barclays analysts said Rio Trott's first investor briefing under the leadership of new CEO Simon Trott was largely in line with market expectations. According to these analysts, Trott's plan aimed at making Rio Tinto “leaner” and “sharper” could result in earnings before interest, taxes, depreciation, and amortization in 2030 being about $5 billion higher than Barclays's forecast, and about $7 billion higher than the average market forecast. However, in a report to clients, these analysts said that market expectations “can be said to be very high” before the briefing, and that “compared with average market expectations, production guidance for 2026 is weak, which may cause the average market expectations to drop in the near future.”