Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: US energy demand to resume growth; super-cycle in copper; investment in critical aluminium; downside risk for gold

Shares in Sandfire Resources hold their ground following first quarter results showing progress at Motheo and Matsa, while a further growth option awaits

The US-Australia critical minerals investment agreement has driven lithium miner Pilbara Minerals’ share price on sentiment, well above fundamentals, on most assessments

Record quarterly production, a promising new project, and surging global demand for nuclear energy is injecting renewed excitement for the prospects of Paladin Energy

Junior miner Pantoro Gold has repaired its balance sheet, swung to positive cash flow and offers compelling reserve and grade upside at its Norseman project. But is it too late to invest?

While a new three-year plan by Vault Minerals points to rising gold production, it also points to a pivot for free cash flow

Following another unsuccessful bid for Santos, analysts review the company’s outlook with a focus on valuation and dividend support

A glance through the latest expert views and predictions about commodities: tailwinds ongoing for gold; price outlooks for other commodities

Global oil markets are preparing for over-supply, but when it comes to oil, is anything ever set in stone?

Rising costs and weak pricing weighed on first quarter earnings for Champion Iron, but development projects remain on course to support growth