Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: Boost to lithium demand; rare earths and selective floor pricing; global steel production; mid-tier gold picks

Woodside Energy’s growth projects should generate cash flow sufficient to materially boost its dividend payout, but investors should not hold their breath

Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources. FY26 marks the low point of ongoing gold production, according to management

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