Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: Despite weaker lithium prices and renewed supply concerns, leading brokers believe resilient demand, improving cash flow and attractive valuations continue to support the sector’s longer-term investment case

After a solid FY26, BHP’s FY27 production guidance has missed consensus across commodities with copper the standout on lower grades and maintenance

Analysts believe Elevra Lithium’s funded North American expansion and the underappreciated Moblan project provide substantial long-term production growth

Pantoro Gold’s operational setbacks and missed production targets overshadow a high-quality gold asset

A glance through the latest expert views and predictions about commodities: copper and US tariffs; aluminium down but not out; zircon prices rising

A glance through the latest expert views and predictions about commodities: El Nino’s impact on agriculture and on LNG; the outlook for oil; marginal gold producers

Environmental approvals for Capricorn Metals’ significant Mt Gibson gold project have taken much longer than thought, but there might just be light now at the end of the tunnel

BHP has announced a 40% capex increase for Stage 2 of its massive Jansen potash project, bringing into question the value of continuing

Karoon Energy’s troubled Who Dat operation has suffered another setback, triggering a sharp production downgrade. Analysts believe substantial value remains if asset reliability can be restored

As lithium markets tighten and supply risks mount, Wildcat Resources’ Tabba Tabba project is seen as one of few large-scale Australian developments capable of entering production during the current cycle