Stock Movers BHP Gains, Danone Tariffs, Harbour Energy Deal
Dec 22, 2025
Miners like BHP are soaring as gold prices hit record highs amidst heightened geopolitical tensions. In contrast, China's new anti-subsidy duties on EU dairy imports are bringing challenges to companies like Danone and Nestle. The hosts dive into the implications of these trade tensions. Additionally, Harbour Energy's $3.2 billion acquisition of LLOG Exploration Co. underscores its push into the Gulf of Mexico, despite some concerns about the financial impact on its stock.
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Commodity Rally Lifts Miners
- Gold, silver and copper hitting record highs are driving mining stocks higher across Europe today.
- Louise Moon highlights miners like BHP, Rio Tinto and Anglo-American leading the FTSE 100 on the commodities rally.
China's Dairy Duties Hit EU Producers
- China imposed preliminary anti-subsidy duties of up to 42.7% on certain EU dairy imports after a probe found alleged subsidies.
- Louise Moon notes Danone and Nestle fell as both firms have significant exposure to the Chinese market.
Harbour's Gulf Entry Via LLOG Deal
- Harbour Energy agreed to buy LLOG Exploration for $3.2 billion to enter the US Gulf of Mexico market.
- Louise Moon frames the deal as strategic diversification away from the declining North Sea and high UK windfall taxes.