Daily FNArena News - Commodities

Industry rationalisation has made it more challenging to gain exposure to pure copper plays with recently listed Capstone offering growth for a reasonable valuation

A glance through the latest expert views and predictions about commodities: crude oil; gold; copper; iron ore; uranium; lithium

Despite recent global uncertainty, engineering contractor to the energy, resources and chemical industries, Worley, is still growing its work backlog thanks to well-capitalised customers

Mining technology company Imdex relies on exploration spending, which appears to have stabilised, but the near-term outlook remains opaque

Northern Star Resources’ 2moz gold production target by FY26 is under scrutiny following an FY25 guidance downgrade, although the De Grey acquisition is lauded

Uranium miner Boss Energy pre-released March quarter numbers indicating beats to forecasts for production and realised prices

Investor interest in gold is spiking. FNArena lines up key ETFs and sector analysts’ stock picks

Australia aims to become a globally significant producer of raw and processed critical minerals. Some background and explanation behind the ambition

Following a reworked joint venture agreement for Amplitude Energy’s Otway project, analysts highlight greater development and funding certainty

Focus is turning towards the ramp-up of Katheen Valley and potential funding hurdles post in-line interim results from Liontown Resources