Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: El Nino’s impact on agriculture and on LNG; the outlook for oil; marginal gold producers

Environmental approvals for Capricorn Metals’ significant Mt Gibson gold project have taken much longer than thought, but there might just be light now at the end of the tunnel

BHP has announced a 40% capex increase for Stage 2 of its massive Jansen potash project, bringing into question the value of continuing

Karoon Energy’s troubled Who Dat operation has suffered another setback, triggering a sharp production downgrade. Analysts believe substantial value remains if asset reliability can be restored

As lithium markets tighten and supply risks mount, Wildcat Resources’ Tabba Tabba project is seen as one of few large-scale Australian developments capable of entering production during the current cycle

A glance through the latest expert views and predictions about commodities: short and longer term views on the gold price; copper’s outlook if the Strait is reopened, Macquarie’s methodology update and top mining stock picks

A glance through the latest expert views and predictions about commodities: Oil prices and the US summer driving season; falling Australian East Coast gas prices; Indonesia’s influence on nickel prices

A glance through the latest expert views and predictions about commodities. Expected growth in EV demand; impact on lithium prices; aluminium supply shock

A glance through the latest expert views and predictions about commodities: Middle East impact on fertiliser; and sulphur for nickel production; Chinese mine disaster impact on met coal; and views on the rare earths market

A glance through the latest expert views and predictions about commodities. Iran conflict’s ongoing impact on oil, agri-commodities and gold, while lithium prices strengthen