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Previous Stories

Material Matters: Iron Ore, Nickel, Aluminium, Oil

Mar 09 2021

A glance through the latest expert views and predictions about commodities


Material Matters: Nickel, Bulks, Oil, Gold

Mar 08 2021

A glance through the latest expert views and predictions about commodities


Material Matters: Iron Ore, Copper, Zinc & EVs

Feb 11 2021

A glance through the latest expert views and predictions about commodities: iron ore peaking; copper deficit; zinc balanced; and electric vehicles recovery


Material Matters: 2021 Demand, Nickel & Copper

Jan 27 2021

A glance through the latest expert views and predictions about commodities. Citi expects market focus will shift towards world ex-China demand in 2021, while Morgan Stanley highlights supply risks to base metals including zinc, copper and nickel


Material Matters: China, Met Coal & Gold

Jan 20 2021

A glance through the latest expert views and predictions about commodities. UBS thinks a rising Chinese tide may lift Australian miners’ boats and, a look at what may happen if China continues to ban Australian coal


Material Matters: Energy, Copper & Iron ore

Jan 18 2021

A glance through the latest expert views and predictions about commodities. Citi analysts view energy stocks as fairly priced at current levels; Macquarie is positive on copper exposure while Ord Minnett expects iron ore to remain strong heading into 2021


Material Matters: Lithium, Energy & Coal

Jan 15 2021

A glance through the latest expert views and predictions about commodities. Lithium production may need to rise eight-fold to keep up with demand; LNG Prices to be on the higher side in 2021; Iron ore miners are Macquarie’s top picks


Material Matters: Mini-Cycle, Oil & Metals

Jan 14 2021

A glance through the latest expert views and predictions about commodities. Longview Economics predicts a commodity mini-cycle is underway, while China aims to increase self-reliance in iron ore and steel and the uptrend in oil prices is expected to continue


Copper: The Most Critical Metal

Dec 16 2020

Ahead of the Herd’s Rick Mills assesses the critical role of the red metal in the shift towards green energy


A Massive Global Infrastructure Funding Gap

Dec 09 2020

Ahead of the Herd’s Rick Mills discusses the economic implications of a colossal infrastructure funding gap



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