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Material Matters: Copper & Iron Ore
Jan 19 2024
A glance through the latest expert views and predictions about commodities: While the long-term outlook for copper is unchanged, there is potential for near-term downside, while brokers believe long-term fundamentals for iron ore are largely unchanged
Material Matters: Lithium; Copper; Aluminium; 2024 Outlook
Dec 13 2023
A glance through the latest expert views and predictions about commodities: Volatility in lithium; China’s copper/aluminium output; Citi’s view on commodity prices in 2024.
Material Matters: Crude Oil And Five Gold Miners
Nov 23 2023
A glance through the latest expert views and predictions about commodities. Weakening demand amidst strong supply of commodities; OPEC to update oil production quotas; Moelis initiates coverage of five Australian gold miners
Material Matters: Iron Ore; Copper; Zinc; Lithium
Nov 22 2023
A glance through the latest expert views and predictions about commodities: China stimulus supporting iron ore, copper; near-term risk for zinc; lithium prices to fall further
Material Matters: The Outlook For Aluminium and Copper & Stock Picks
Nov 09 2023
A glance through the latest expert views and predictions about commodities: Morgan Stanley’s bullish outlook for aluminium & varying views by brokers on the outlook for copper
Material Matters: Dire Lithium Forecast, China, Iron Ore & Base Metals
Nov 02 2023
A glance through the latest expert views and predictions about commodities: UBS lowers lithium price forecasts; conversations on the ground in China; the impact of new Chinese policy on iron ore and base metals
Oil Market Not Concerned, And Not Concerning
Oct 25 2023
The oil market doesn’t appear concerned about a potential big spike in the price of a barrel. This should be positive for economies and financial markets generally, explains Challenger’s Chief Economist
Material Matters: Iron Ore, Sector Downside, Copper & Oil
Oct 09 2023
A glance through the latest expert views and predictions about commodities: upside for the iron ore price; near-term downside for global Metals & Mining sector; bullish view on medium-term copper price & scenarios for oil
Material Matters: Oil; Lithium; Uranium
Sep 27 2023
A glance through the latest expert views and predictions about commodities. Oil prices set to reverse; EV demand to drive lithium rebound; demand for uranium to exceed supply
Material Matters: Lithium; Aluminium; Oil
Sep 26 2023
A glance through the latest expert views and predictions about commodities. Lithium price upside; higher for longer aluminium; commodity prices and inflation; oil’s ongoing deficit
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