Ahead of the Herd’s Rick Mills highlights the rush of global EV/battery makers to secure materials directly from miners, including Australian-listed miners
New tax reforms in Chile have the potential to weigh upon earnings for some ASX-listed copper miners
A glance through the latest expert views and predictions about commodities: Recession scenarios for aluminium, copper and iron ore; preferred ASX lithium stocks and one small-cap bauxite stock
A glance through the latest expert views and predictions about commodities: A 1970’s style global commodity shock; the energy services sector; preferred ASX energy stocks energy security & the surge in US natural gas prices.
Brokers have swiftly come to the conclusion lithium prices will soon peak and pull back substantially, though the outlook is a little more complex
A glance through the latest expert views and predictions about commodities: large forecast decline for the iron ore price; lithium price forecasts and preferred stocks; three reasons for energy sector exposure
A glance through the latest expert views and predictions about commodities: tight copper market to be short lived; lithium growth remains strong; further upside to gold pricing; Russia driving uncertainty in commodities
A glance through the latest expert views and predictions about commodities: upside for the iron ore price; oil glut; potential effects from Russian coal ban and top ten emerging lithium producers
A glance through the latest expert views and predictions about commodities: forecasts for oil &Â gas, wheat and copper;Â oil price scenarios and broker downgrades for Nickel Mines
A glance through the latest expert views and predictions about commodities: oil and gas price forecasts; undervalued coal shares, lithium & rare earths continued momentum