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Material Matters: Iron Ore; Copper; Zinc; Lithium

Nov 22 2023

A glance through the latest expert views and predictions about commodities: China stimulus supporting iron ore, copper; near-term risk for zinc; lithium prices to fall further


Material Matters: The Outlook For Aluminium and Copper & Stock Picks

Nov 09 2023

A glance through the latest expert views and predictions about commodities: Morgan Stanley’s bullish outlook for aluminium & varying views by brokers on the outlook for copper


Material Matters: Dire Lithium Forecast, China, Iron Ore & Base Metals

Nov 02 2023

A glance through the latest expert views and predictions about commodities: UBS lowers lithium price forecasts; conversations on the ground in China; the impact of new Chinese policy on iron ore and base metals


Oil Market Not Concerned, And Not Concerning

Oct 25 2023

The oil market doesn’t appear concerned about a potential big spike in the price of a barrel. This should be positive for economies and financial markets generally, explains Challenger’s Chief Economist


Material Matters: Iron Ore, Sector Downside, Copper & Oil

Oct 09 2023

A glance through the latest expert views and predictions about commodities: upside for the iron ore price; near-term downside for global Metals & Mining sector; bullish view on medium-term copper price & scenarios for oil


Material Matters: Oil; Lithium; Uranium

Sep 27 2023

A glance through the latest expert views and predictions about commodities. Oil prices set to reverse; EV demand to drive lithium rebound; demand for uranium to exceed supply


Material Matters: Lithium; Aluminium; Oil

Sep 26 2023

A glance through the latest expert views and predictions about commodities. Lithium price upside; higher for longer aluminium; commodity prices and inflation; oil’s ongoing deficit


Material Matters: Gold, Iron Ore & Met Coal

Sep 19 2023

A glance through the latest expert views and predictions about commodities: the outlook for gold; JP Morgan raises its iron ore price forecasts and reasons behind the surge in metallurgical coal prices


Material Matters: China, Transition Metals, Aluminium & Gold

Aug 10 2023

A glance through the latest expert views and predictions about commodities: Nuanced policy support in China; base metals/energy transition metals versus bulks; lows are in for aluminium in 2023 & the outlook for gold


Material Matters: China, Iron Ore, Copper, Lithium, Gold & Coal

Aug 08 2023

A glance through the latest expert views and predictions about commodities: Property weighs on Chinese growth, Citi’s outlook for selected commodities; supportive outlook for gold & likely upside risk for coal



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