Daily FNArena News - Commodities

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

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

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

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

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

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

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

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

Many projects supplying battery materials have been suspended because of low prices and/or pandemic-created restrictions. Are deficits looming?

A robust outlook for oil prices is emerging after a volatile and difficult 2020, as high levels of inventory are wound back and producers adjust to the absence of supply investment