Daily FNArena News - Commodities

Lotus Resources is hot on the heels of Paladin Energy in restarting its African uranium mine, and also boasts a larger greenfield project

A glance through the latest expert views and predictions about commodities: Brokers turned positive on iron ore, even before PBOC stimulus; the outlook for lithium & mineral sands markets

A glance through the latest expert views and predictions about commodities: updated forecasts result in ratings changes for resources stocks and analysts review favoured exposures

Fighting weak lithium and iron ore prices, Mineral Resources’ share price has tanked, but news on an infrastructure sell-down and large gas reserve estimates go some way to righting the ship

A glance through the latest expert views and predictions about commodities: Two brokers anticipate a material lithium price rally, and analysts review iron ore and base metals price forecasts

A glance through the latest expert views and predictions about commodities: nickel prices nearing a floor; opportunities in copper & Morgans’ gold sector preferences

The New Criterion’s Tim Boreham has spotted a discrepancy between the price of iron ore and share prices in related mining companies

Woodside Energy’s planned acquisition of a downstream US LNG processing project is a shift in direction for the long-standing upstream developer. Analysts are split on whether this is a good deal or a bad one

Despite production challenges, Karoon Energy has silenced the sceptics with its new capital management program

Despite weak views on near term lithium pricing, brokers line up with Buy ratings for Patriot Battery Minerals given the size and quality of its resource