Daily FNArena News - Commodities

The outlook for growth in nuclear energy generation hasn’t looked this good for over thirty years. What does it mean for uranium prices?

A glance through the latest expert views and predictions about commodities: upside for gold price & producers, the surging silver price; and loss-making lithium operations

In a world yearning for more copper, Capstone Copper’s resource base and ramped up operations offer a path to share price re-rating, analysts believe

Analysts agree on a golden outlook for Vault Minerals with upside from organic growth initiatives and optimisation following the recent merger of Red5 and Silver Lake Resources

A glance through the latest expert views and predictions about commodities: Global LNG fundamentals are set to transform over the next few years; higher short-term gas prices domestically; and near-term support for the iron ore price

A glance through the latest expert views and predictions about commodities: While victory by Donald Trump in the US elections presents short-term headwinds for base metals, brokers remain upbeat on materials leveraged to the energy transition

A glance through the latest expert views and predictions about commodities: After the recent oil price rally, brokers weigh the competing forces of geopolitical turmoil against negative oil market fundamentals

Lotus Resources is hot on the heels of Paladin Energy in restarting its African uranium mine, and also boasts a larger greenfield project

A glance through the latest expert views and predictions about commodities: Brokers turned positive on iron ore, even before PBOC stimulus; the outlook for lithium & mineral sands markets

A glance through the latest expert views and predictions about commodities: updated forecasts result in ratings changes for resources stocks and analysts review favoured exposures