Rio Tinto(US:RIO) Ge Long Hui A P P·2025-12-05 04:22Core Viewpoint - Barclays analysts indicate that Rio Tinto's first investor briefing under new CEO Simon Trott largely meets market expectations, with Trott aiming for a "leaner" and "more agile" company strategy, potentially leading to a 2030 EBITDA forecast that exceeds Barclays' estimate by approximately $5 billion and the market average by about $7 billion [1] Group 1 - The briefing aligns with market expectations, suggesting a positive reception from analysts [1] - Trott's leadership is focused on making Rio Tinto more efficient and responsive [1] - The projected EBITDA for 2030 is significantly higher than previous estimates, indicating strong future performance potential [1] Group 2 - Despite the positive outlook, analysts note that market expectations were already high prior to the briefing [1] - The production guidance for 2026 appears weaker compared to market averages, which may lead to downward adjustments in market expectations [1]