Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: Prices for rare earths surge; Middle East conflict impacts coal pricing; and onwards and upwards for contractors

Despite an overnight retracement following a sharp spike, energy markets remain on edge with implications for the global economy

Global mining services provider Imdex posted a solid first half beat, aided by increased gold and copper activity, but the second half is shaping up to be even stronger

Diversified contractor NRW Holdings’ first half result was a solid beat of consensus, with its Minerals, Energy & Technology segment the standout

Investors are witnessing a definitive split between two types of miners: those still riding the volatile tail of the commodity cycle and those becoming indispensable strategic assets

After meeting 2025 guidance, Capstone Copper has surprised with much weaker 2026 production, cost and capex guidance

BHP Group’s first half copper earnings exceeded those of iron ore for the first time, with a much lauded silver deal as unexpected bonus

A blow-off top in gold’s parabolic rally is unsurprising. Analysts suggest the drivers of the rally to date are unchanged, and a sell-off provides opportunities in Australian gold miners

After a concerning December quarter, brokers consider whether higher met coal prices and mining improvement might just might make Coronado Resources worth sticking with

Following a strong final quarter in 2025, Karoon Energy faces a challenging, investment-heavy 2026 under a new CEO amidst a tough oil market