Daily FNArena News - Commodities

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

A glance through the latest expert views and predictions about commodities: short and longer term views on the gold price; copper’s outlook if the Strait is reopened, Macquarie’s methodology update and top mining stock picks

A glance through the latest expert views and predictions about commodities: Oil prices and the US summer driving season; falling Australian East Coast gas prices; Indonesia’s influence on nickel prices

A glance through the latest expert views and predictions about commodities. Expected growth in EV demand; impact on lithium prices; aluminium supply shock

A glance through the latest expert views and predictions about commodities: Middle East impact on fertiliser; and sulphur for nickel production; Chinese mine disaster impact on met coal; and views on the rare earths market

A glance through the latest expert views and predictions about commodities. Iran conflict’s ongoing impact on oil, agri-commodities and gold, while lithium prices strengthen

Persistent short positioning, even after a sharp rally, points to concerns about processing margins and where value is captured in the lithium market

Gold miner Greatland Resources March quarter ‘beat’ on production and costs. With significant projects under development, analysts disagree on valuation

Newmont’s March quarter delivered significant beats across all metrics. Analysts do not see recent gold price volatility as upsetting the miner’s upside

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities