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Material Matters: Gold, Copper & Thermal Coal

Sep 16 2020

A glance through the latest expert views and predictions about commodities. Gold; copper; iron ore; and thermal coal.


Iron Ore: Soaring And Roaring

Sep 14 2020

China’s economic growth strategy will be dominated by steel-intensive sectors and have led to a rebound in iron ore prices; Simandou’s impact on iron ore prices in the medium to long term.


Material Matters: Gold, Iron Ore & Base Metals

Sep 10 2020

A glance through the latest expert views and predictions about commodities. Gold; iron ore; coking coal; and base metals.


Material Matters: Iron Ore, Coal And Chrome

Aug 26 2020

A glance through the latest expert views and predictions about commodities. Iron ore; gold; alumina; metallurgical coal; and chrome.


Material Matters: Zinc & East Coast Gas

Aug 14 2020

A glance through the latest expert views and predictions about commodities. Zinc’s recent rally and what may happen next; east coast gas production levels rose in July


Material Matters: Copper, Gold & LNG

Aug 12 2020

A glance through the latest expert views and predictions about commodities. Copper overvalued; economic backdrop to drive gold prices up further; Asia benefiting from low LNG prices.


Material Matters: Critical Minerals, Met Coal & Oil

Aug 05 2020

A glance through the latest expert views and predictions about commodities. A look at critical minerals and how they can help diversify Australian exports; met coal prices expected to fall below US$100/t in the short term; Oil prices may recover sooner than expected


Material Matters: Copper, Gold & Iron Ore

Aug 03 2020

A glance through the latest expert views and predictions about commodities. Copper price movement and its correlation with the futures market; investment demand is driving high gold prices; iron ore market likely to be in deficit through 2020-21


Material Matters: Iron Ore, Coal & Permafrost

Jul 27 2020

A glance through the latest expert views and predictions about commodities. Seaborne iron ore market expected to peak in 2023-24; Climate change is leading to increasing temperatures in Russia’s permafrost region.


How To Benefit From The Big US Infrastructure Push

Jul 22 2020

Ahead of the Herd’s Rick Mills notes that while Trump’s and Biden’s infrastructure policies are very different, both increase demand for copper, silver and gold.



Analyse The Market From A Different Angle