Daily FNArena News - Commodities

Capstone Copper’s June quarter and growth potential suggest the miner belies its inclusion in the Small Cap Index

After a strong FY26, cost inflation, increased capex, and the ongoing slow ramp-up of Iron Bridge will drag on Fortescue’s FY27 earnings and dividend

Higher thermal/met coal prices, lower costs and improving free cash flow are supporting confidence in Whitehaven Coal, despite ongoing operational challenges at Narrabri

Newmont Corp delivered another resilient quarter while maintaining full-year guidance and reinforcing confidence in its path to 6Moz of annual gold production

A glance through the latest expert views and predictions about commodities: possible commodity shock risks; speculation driving the copper price; downside risk among mining services companies

South32’s transformation into a copper and zinc-focused miner is gathering pace, with analysts highlighting production growth, a stronger balance sheet and an increasingly attractive valuation

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