Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities. Oil; alumina & aluminium; and base metal miners.

Ahead of the Herd’s Rick Mills notes the race to secure lithium supply is on, with the world’s biggest battery producer, China, leading the way.

A glance through the latest expert views and predictions about commodities. Lithium; oil; titanium dioxide; copper; gold; and steel.

Global supply of iron ore has fallen over 2019 and China’s port stocks are dwindling. So, how high can prices go?

Ahead of the Herd’s Rick Mills puts the case for the US-China trade war being less about trade and more about technological supremacy.

Ahead of the Herd’s Rick Mills ponders the ramifications of the trade war resulting in China embargoing exports of critical metals to an under-supplied US. The original text included erroneous information about Lynas Corp.

A glance through the latest expert views and predictions about commodities. Iron ore; metallurgical coal; aluminium; and copper.

A glance through the latest expert views and predictions about commodities. Trade tensions; LNG; bulks; and steel.

McKinsey & Company warn that a lack of recent exploration investment threatens a gold reserve crisis, while Macquarie singles out Africa-based miners as solid growth prospects.

Ahead of the Herd’s Rick Mills notes global demand for zinc and lead means a step-up in exploration is critical.