It favours Glencore ( LON:GLEN ), with no iron ore, downgrades are the lowest and Barclays reckons the stock is starting to screen the cheapest on most valuation metrics. The broker upped its share price target on the firm by 10p to 350p. BHP Billiton ( LON:BLT ), meanwhile, should fare well over the next six months, it reckons, partly on the view that the oil price should perform reasonably well. Barclays has changed all its commodity price assumptions for 2015 and 2016 almost universally down, yet again.