Daily FNArena News - Commodities

Ahead of the Herd’s Rick Mills explains how/why high energy prices and global food inflation are two twins connected at the hip

Forecasts for a renewed copper super cycle are temporarily on hold as global demand is impacted by slowing economies

A recent study projects a large copper deficit is looming, hampering the world’s intention to progress towards a Zero-Net Emissions economy by 2050

A glance through the latest expert views and predictions about commodities: Upside for large-cap iron ore miners; a potential turning point for oil prices, and preferred ASX gold developers and explorers

Ahead of the Herd’s Rick Mills highlights the rush of global EV/battery makers to secure materials directly from miners, including Australian-listed miners

New tax reforms in Chile have the potential to weigh upon earnings for some ASX-listed copper miners

A glance through the latest expert views and predictions about commodities: Recession scenarios for aluminium, copper and iron ore; preferred ASX lithium stocks and one small-cap bauxite stock

A glance through the latest expert views and predictions about commodities: A 1970’s style global commodity shock; the energy services sector; preferred ASX energy stocks energy security & the surge in US natural gas prices.

Brokers have swiftly come to the conclusion lithium prices will soon peak and pull back substantially, though the outlook is a little more complex

A glance through the latest expert views and predictions about commodities: large forecast decline for the iron ore price; lithium price forecasts and preferred stocks; three reasons for energy sector exposure