Daily FNArena News - Commodities

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

Fighting weak lithium and iron ore prices, Mineral Resources’ share price has tanked, but news on an infrastructure sell-down and large gas reserve estimates go some way to righting the ship

A glance through the latest expert views and predictions about commodities: Two brokers anticipate a material lithium price rally, and analysts review iron ore and base metals price forecasts

A glance through the latest expert views and predictions about commodities: nickel prices nearing a floor; opportunities in copper & Morgans’ gold sector preferences

The New Criterion’s Tim Boreham has spotted a discrepancy between the price of iron ore and share prices in related mining companies