Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: Nuanced policy support in China; base metals/energy transition metals versus bulks; lows are in for aluminium in 2023 & the outlook for gold

A glance through the latest expert views and predictions about commodities: Property weighs on Chinese growth, Citi’s outlook for selected commodities; supportive outlook for gold & likely upside risk for coal

A glance through the latest expert views and predictions about commodities: the general outlook; copper’s upside; rising supply to weigh on nickel pricing & a bearish view on iron ore

A glance through the latest expert views and predictions about commodities: a waning Chinese property/construction sector may further impact copper prices; forecasts for El Nino have repercussions for commodity markets; and UBS reviews the outlook for Iluka Resources

Some brokers are increasingly warming to the opportunities provided by investment in Australian gold miners

Brokers look forward to miners and energy producers releasing quarterly updates, while also identifying their Best Ideas and sector favourites

As more of the world adopts nuclear energy on the path to renewables, demand for uranium can only grow. Australia boasts several listed miners

Brokers update lithium price forecasts and weigh the longer-term impact on supply from direct lithium extraction technology

New research highlights longer-term existential risks for ASX-listed Oil & Gas companies that need to determine the ‘right’ level of spend for the energy transition

Lithium and co may draw the limelight, but Tim Boreham explores the upside for lesser known minerals and the listed companies that mine them