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Latest Stories

Despite weak views on near term lithium pricing, brokers line up with Buy ratings for Patriot Battery Minerals given the size and quality of its resource

Jul 22 2024

A glance through the latest expert views and predictions about commodities: potential impact on iron ore from trade tensions; gold sector stock preferences & the outlook for a range of commodities

Jul 12 2024


At a time when brokers are increasing gold price forecasts, new Bellevue Gold research highlights significant upside from resource extensions, exploration, and a potential mill expansion

Jul 08 2024

The New Criterion’s Tim Boreham highlights the gold/silver ratio has blown out, and the ASX has multiple options available for investors seeking exposure to a potential silver catch-up

Jul 02 2024


Previous Stories

All Aboard For The Nuclear Renaissance 

Jun 20 2024

Positive nuclear industry dynamics and a recent pullback in prices for ASX-listed uranium shares prompts a review of brokers’ favoured exposures


Gold Producers Over Bullion?

May 01 2024

The New Criterion’s Tim Boreham runs through the options available for investors wishing to add gold exposure to their portfolio


Material Matters: Gold, Gold Stocks & Rare Earths

Apr 18 2024

A glance through the latest expert views and predictions about commodities: potential upside as gold stocks bridge the gap to a surging gold price; plus rising rare earths price forecasts


Material Matters: Base Metals, Coal & Iron Ore

Apr 17 2024

A glance through the latest expert views and predictions about commodities. Base metal pricing aided by Russian bans along with decarbonisation tailwinds; plus price forecasts for coal and iron ore


Oil Price Surge Not Expected

Apr 15 2024

ANZ Bank analysts do not see the weekend’s attack on Israel by Iran as sparking a new surge in oil prices


The 2024 Gold Enigma

Apr 11 2024

US bond yields have rallied back hard, which would typically send the gold price lower. So why has gold rallied hard too?


Material Matters: Bullish Copper, Bearish Lithium

Apr 11 2024

A glance through the latest expert views and predictions about commodities: bullish outlook for copper prices; bear market not finished for lithium; and value among rare earths miners.


Material Matters: Pressure On Dividends, Steel & Iron Ore

Apr 04 2024

A glance through the latest expert views and predictions about commodities: stock picks and commodity forecasts; declining payout ratios for miners; new research coverage for steel companies; and iron ore forecasts


Preparing For Copper Price Upside

Mar 26 2024

Analysts have positive views on potential upside for the copper price based on recent news out of China and longer-term fundamentals


Material Matters: Lithium, Iron Ore And Base Metals

Mar 11 2024

A glance through the latest expert views and predictions about commodities: lithium and nickel prices close to lows; the impact of China’s National People’s Congress; other forecasts for iron ore and base metals



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