Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities. Following the Vale dam collapse in Brazil, analysts have upgraded their short-term iron ore price forecasts as supply drops.

Iron ore prices are likely to remain at elevated levels for the near term as the market assesses the reliability of supply in the wake of the Vale tailings dam failure.

Ahead of the Herd’s Rick Mills believes all the macro factors are in place for a big run for the gold price.

Marin Katusa, of Katusa Research, is preparing for a wipeout among the world’s copper producers.

Compliance with the OPEC-led agreement is expected to underpin oil prices in the first half of 2019, while the remainder of the year may be subject to more volatility.

Ahead of the Herd’s Rick Mills suggest investors should be on alert for more M&A in the junior gold space.

A glance through the latest expert views and predictions about commodities. Resources outlook; iron ore; and copper.

A glance through the latest expert views and predictions about commodities. Commodities sector outlook; China policy; gold; nickel and copper.

EVs, Belt & Road, Made in China 2025 — Ahead of the Herd’s Rick Mills explains why China is set to send the world into copper deficit.

Marin Katusa of Katusa Research suggests Australian gold miners are in the market for North American acquisitions.