Daily FNArena News - Commodities

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

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

Increasing downside risks to iron ore prices; headwinds in the form of easing supply-side constraints and moderating demand from China.

A glance through the latest expert views and predictions about commodities. A rebound in silver price led by investment demand; Electric vehicle battery demand to push up lithium prices; Copper markets to be in deficit by 2021

A glance through the latest expert views and predictions about commodities. Lithium supply expected to increase by 2025; Copper mines in Latin America resuming operations; future uncertain for the North West Shelf.

As the global economy contracts over 2020 lithium, already suffering surpluses, is now affected by a hiatus in demand. How low will prices go?

A glance through the latest expert views and predictions about commodities. Copper price not reflecting economic conditions; iron ore supply constraints easing up as shipping volumes rise for Australian miners; steel output for most geographies continues to contract.

Ahead of the Herd’s Rick Mills explains just what 5G is and how it will impact on demand for copper, silver and critical metals cobalt, gallium and cesium.

A glance through the latest expert views and predictions about commodities. Guinea’s Simandou project will impact on iron ore dynamics, long-term, while oil prices are on the way up, with most metals impacted by supply constraints.

How will the re-opening of economies amid loose monetary policy and fiscal stimulus affect the gold price trajectory?