Daily FNArena News - Commodities

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.

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

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

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

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?