Daily FNArena News - Commodities
All | Australia | Book Reviews | Commodities | ESG Focus | FYI | International | Small Caps | SMSFundamentals | Technicals | Treasure ChestPrevious Stories
Material Matters: Copper, Gold & LNG
Aug 12 2020
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.
Material Matters: Critical Minerals, Met Coal & Oil
Aug 05 2020
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
Material Matters: Copper, Gold & Iron Ore
Aug 03 2020
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
Material Matters: Iron Ore, Coal & Permafrost
Jul 27 2020
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.
How To Benefit From The Big US Infrastructure Push
Jul 22 2020
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.
Material Matters: Gold & Mining Disruptions
Jul 21 2020
A glance through the latest expert views and predictions about commodities. A look at the relationship between the price and supply of gold; resurging covid-19 cases pose a risk to global mining; post-lockdown recovery leading to rising freight rates
Material Matters: Iron Ore, Copper & Urea
Jul 15 2020
A glance through the latest expert views and predictions about commodities. China’s steel output expected to increase in 2021; Impact on scrap markets if China decides to re-import high-quality ferrous scrap; Global fertiliser prices are at 10-year lows
Material Matters: Q2 Production Previews
Jul 14 2020
A glance through the latest expert views and predictions about commodities. Strong production rebound expected for diversified miners; E&P companies with strong fundamentals to lead the way; shifting dynamics led by the impending scrap imports ban in China
Material Matters: Gold & Dividend Outlook For Metals
Jul 13 2020
A glance through the latest expert views and predictions about commodities. The current gold price rally is expected to continue into FY22; Subdued demand growth outlook for metals; Dividends forecasted for Metal stocks
Material Matters: Gold, Thermal And Met Coal
Jul 08 2020
A glance through the latest expert views and predictions about commodities. Downside risks for Aussie gold producers in FY21 on account of higher costs; no takers for thermal and met coal; Iron ore demand to see a material boost from rising steel output in China
