Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: the general outlook; copper’s upside; rising supply to weigh on nickel pricing & a bearish view on iron ore

A glance through the latest expert views and predictions about commodities: a waning Chinese property/construction sector may further impact copper prices; forecasts for El Nino have repercussions for commodity markets; and UBS reviews the outlook for Iluka Resources

Some brokers are increasingly warming to the opportunities provided by investment in Australian gold miners

Brokers look forward to miners and energy producers releasing quarterly updates, while also identifying their Best Ideas and sector favourites

As more of the world adopts nuclear energy on the path to renewables, demand for uranium can only grow. Australia boasts several listed miners

Brokers update lithium price forecasts and weigh the longer-term impact on supply from direct lithium extraction technology

New research highlights longer-term existential risks for ASX-listed Oil & Gas companies that need to determine the ‘right’ level of spend for the energy transition

Lithium and co may draw the limelight, but Tim Boreham explores the upside for lesser known minerals and the listed companies that mine them

A glance through the latest expert views and predictions about commodities. China stimulus a boost for commodities; tough September quarter ahead for thermal coal; iron ore shipments increasing; lithium and rare earth prices rebounding

Recent broker research and corporate activity suggest a bullish outlook for lithium