A glance through the latest expert views and predictions about commodities. Gold; copper; iron ore; and thermal coal.
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.
A glance through the latest expert views and predictions about commodities. Gold; iron ore; coking coal; and base metals.
A glance through the latest expert views and predictions about commodities. Iron ore; gold; alumina; metallurgical coal; and chrome.
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
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.
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
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
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.
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.