Daily FNArena News - Commodities
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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
Iron Ore: Easing Constraints, Moderating Demand
Jul 07 2020
Increasing downside risks to iron ore prices; headwinds in the form of easing supply-side constraints and moderating demand from China.
Material Matters: Silver, Lithium And Copper
Jul 03 2020
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
Material Matters: Lithium, Copper And Oil
Jul 01 2020
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.
Robust Outlook For Lithium Despite Obstacles
Jun 29 2020
As the global economy contracts over 2020 lithium, already suffering surpluses, is now affected by a hiatus in demand. How low will prices go?
Material Matters: Copper Concerns And Iron Ore
Jun 29 2020
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.
5G And Metals
Jun 24 2020
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.
Material Matters: Iron Ore, Oil And Base Metals
Jun 17 2020
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.
