Daily FNArena News - Commodities

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

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

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.

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.