Daily FNArena News - 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

A glance through the latest expert views and predictions about commodities: potential upside as gold stocks bridge the gap to a surging gold price; plus rising rare earths price forecasts

A glance through the latest expert views and predictions about commodities. Base metal pricing aided by Russian bans along with decarbonisation tailwinds; plus price forecasts for coal and iron ore

ANZ Bank analysts do not see the weekend’s attack on Israel by Iran as sparking a new surge in oil prices

US bond yields have rallied back hard, which would typically send the gold price lower. So why has gold rallied hard too?

A glance through the latest expert views and predictions about commodities: bullish outlook for copper prices; bear market not finished for lithium; and value among rare earths miners.

A glance through the latest expert views and predictions about commodities: stock picks and commodity forecasts; declining payout ratios for miners; new research coverage for steel companies; and iron ore forecasts