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Material Matters: Dire Lithium Forecast, China, Iron Ore & Base Metals
Nov 02 2023
A glance through the latest expert views and predictions about commodities: UBS lowers lithium price forecasts; conversations on the ground in China; the impact of new Chinese policy on iron ore and base metals
Oil Market Not Concerned, And Not Concerning
Oct 25 2023
The oil market doesn’t appear concerned about a potential big spike in the price of a barrel. This should be positive for economies and financial markets generally, explains Challenger’s Chief Economist
Material Matters: Iron Ore, Sector Downside, Copper & Oil
Oct 09 2023
A glance through the latest expert views and predictions about commodities: upside for the iron ore price; near-term downside for global Metals & Mining sector; bullish view on medium-term copper price & scenarios for oil
Material Matters: Oil; Lithium; Uranium
Sep 27 2023
A glance through the latest expert views and predictions about commodities. Oil prices set to reverse; EV demand to drive lithium rebound; demand for uranium to exceed supply
Material Matters: Lithium; Aluminium; Oil
Sep 26 2023
A glance through the latest expert views and predictions about commodities. Lithium price upside; higher for longer aluminium; commodity prices and inflation; oil’s ongoing deficit
Material Matters: Gold, Iron Ore & Met Coal
Sep 19 2023
A glance through the latest expert views and predictions about commodities: the outlook for gold; JP Morgan raises its iron ore price forecasts and reasons behind the surge in metallurgical coal prices
Material Matters: China, Transition Metals, Aluminium & Gold
Aug 10 2023
A glance through the latest expert views and predictions about commodities: Nuanced policy support in China; base metals/energy transition metals versus bulks; lows are in for aluminium in 2023 & the outlook for gold
Material Matters: China, Iron Ore, Copper, Lithium, Gold & Coal
Aug 08 2023
A glance through the latest expert views and predictions about commodities: Property weighs on Chinese growth, Citi’s outlook for selected commodities; supportive outlook for gold & likely upside risk for coal
Material Matters: Copper, Nickel & Iron Ore
Jul 26 2023
A glance through the latest expert views and predictions about commodities: the general outlook; copper’s upside; rising supply to weigh on nickel pricing & a bearish view on iron ore
Material Matters: Copper, El Nino & Iluka
Jul 18 2023
A glance through the latest expert views and predictions about commodities: a waning Chinese property/construction sector may further impact copper prices; forecasts for El Nino have repercussions for commodity markets; and UBS reviews the outlook for Iluka Resources
Analyse The Market From A Different Angle
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