A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.
A glance through the latest expert views and predictions about commodities. Macquarie cuts oil and LNG price outlook; Philippines throws another spanner in nickel works; China’s looming capacity reductions.
Ahead of the Herd’s Rick Mills makes the case for manganese.
A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.
A glance through the latest expert views and predictions about commodities. Iron ore optimism; oil market re-balancing; and a rally in tin.
Indonesia’s decision to overturn its nickel export ban may have dire consequences for the nickel price, although uncertainty reigns.
Oil outlook; copper demand; coking coal contracts; steel pricing.
Coking coal uncertainty; few bearish catalysts for oil; iron ore softens; Ord Minnett raises copper forecasts, lowers gold; tight primary supply of lead.
Supportive news on both the demand and sell sides has not prevented the uranium spot price falling further still.
Outlook for metals; iron ore outlook becoming more constructive; steel demand; the upcoming OPEC meeting.