Daily FNArena News - Commodities
All | Australia | Book Reviews | Commodities | ESG Focus | FYI | International | Small Caps | SMSFundamentals | Technicals | Treasure ChestLatest Stories
Persistent short positioning, even after a sharp rally, points to concerns about processing margins and where value is captured in the lithium market
Apr 30 2026
Gold miner Greatland Resources March quarter ‘beat’ on production and costs. With significant projects under development, analysts disagree on valuation
Apr 30 2026
Newmont’s March quarter delivered significant beats across all metrics. Analysts do not see recent gold price volatility as upsetting the miner’s upside
Apr 28 2026
Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities
Apr 27 2026
Previous Stories
Steady As She Goes For BHP
Apr 27 2026
Production beats and misses across the portfolio led BHP Group to a largely in-line result, with FY26 guidance little changed
Copper Offsets Iron Ore For Rio Tinto
Apr 22 2026
Rio Tinto’s March quarter copper production beat forecasts, offset by a cyclonic period for iron ore
The Investment Case For Deterra Royalties
Apr 14 2026
Morgans has initiated coverage of Deterra Royalties, highlighting the company’s defensive, reliable iron ore royalty stream and lithium upside
Material Matters: Oil, Gold, Lithium & Aluminium
Apr 02 2026
A glance through the latest expert views and predictions about commodities. War shocks expand beyond oil; Middle East conflict impacts on metals; boost to EV demand; headwinds for aluminium
Gold’s Outlook No Longer Straightforward
Mar 19 2026
Oil-driven inflation, geopolitical uncertainty, central bank buying and selling and logistical issues in the Middle East will all influence the price of gold in 2026
Material Matters: Rare Earths, Aluminium, Coal, Gold, Copper & Lithium
Mar 19 2026
A glance through the latest expert views and predictions about commodities: Strategic importance of rare earths; thermal coal and aluminium prices to benefit from Middle East conflict; RBC Capital materially raises forecasts for gold, copper and lithium
When Might Northern Star’s Woes End?
Mar 18 2026
As gold prices hit record highs, Northern Star has delivered yet another downgrade, leading brokers to question management, and the share price to tank
Liontown Ramps Up As Lithium Price Recovers
Mar 17 2026
Liontown Resources’ interim result highlights scaling production with operational performance tracking ramp-up expectations
Material Matters: Rare Earths, Coal & Contractors
Mar 12 2026
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
Material Matters: Rollercoaster Oil & Top Picks
Mar 10 2026
Despite an overnight retracement following a sharp spike, energy markets remain on edge with implications for the global economy
