Daily FNArena News - Commodities

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

A glance through the latest expert views and predictions about commodities: potential impact on iron ore from trade tensions; gold sector stock preferences & the outlook for a range of commodities

At a time when brokers are increasing gold price forecasts, new Bellevue Gold research highlights significant upside from resource extensions, exploration, and a potential mill expansion

The New Criterion’s Tim Boreham highlights the gold/silver ratio has blown out, and the ASX has multiple options available for investors seeking exposure to a potential silver catch-up

Positive nuclear industry dynamics and a recent pullback in prices for ASX-listed uranium shares prompts a review of brokers’ favoured exposures

The New Criterion’s Tim Boreham runs through the options available for investors wishing to add gold exposure to their portfolio