Daily FNArena News - Commodities

Boss Energy’s FY26 guidance raised doubts over Honeymoon’s ability to reach nameplate capacity, clouding the outlook and raising valuation concerns

Despite a solid second quarter for Iluka Resources, mineral sands pricing remains uncertain. By contrast, the outlook for rare earths looks promising

A glance through the latest expert views and predictions about commodities: Steel demand for China’s mega-dam; pending iron ore oversupply; temporary blip in lithium prices

BHP Group’s fourth quarter operational report resulted in record iron ore and copper production for FY25. Weaker commodity pricing and delays at Jansen potash provided negative offsets

What impact will a 50% US copper tariff have on copper prices and Australian copper producers?

The current share price for Aurelia Metals represents “compelling value” according to new research by Shaw and Partners as the company transitions to a greater focus on copper

A glance through the latest expert views and predictions about commodities and Trump tariff impact; Chinese steel efficiency; and zircon/titanium

Freshly ASX-listed Greatland Resources is seen as a standout among junior resource companies. Now it’s up to management to deliver on the upside potential

MFS’ Robert M. Almeida believes investors counting on a structurally higher oil price will most likely end up disappointed

Industry rationalisation has made it more challenging to gain exposure to pure copper plays with recently listed Capstone offering growth for a reasonable valuation