Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: Middle East impact on fertiliser; and sulphur for nickel production; Chinese mine disaster impact on met coal; and views on the rare earths market

A glance through the latest expert views and predictions about commodities. Iran conflict’s ongoing impact on oil, agri-commodities and gold, while lithium prices strengthen

Persistent short positioning, even after a sharp rally, points to concerns about processing margins and where value is captured in the lithium market

Gold miner Greatland Resources March quarter ‘beat’ on production and costs. With significant projects under development, analysts disagree on valuation

Newmont’s March quarter delivered significant beats across all metrics. Analysts do not see recent gold price volatility as upsetting the miner’s upside

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

Production beats and misses across the portfolio led BHP Group to a largely in-line result, with FY26 guidance little changed

Rio Tinto’s March quarter copper production beat forecasts, offset by a cyclonic period for iron ore

Morgans has initiated coverage of Deterra Royalties, highlighting the company’s defensive, reliable iron ore royalty stream and lithium upside

A glance through the latest expert views and predictions about commodities. War shocks expand beyond oil; Middle East conflict impacts on metals; boost to EV demand; headwinds for aluminium