Macquarie has updated commodity price forecasts with 2026 iron ore up 4%, copper up 11%, nickel up 16%, gold up 2%, silver up 9% and lithium up 95%, with the analyst noting the price forecasts for ...

Morgan Stanley's forecast for Fortescue's 1H26 dividend is 1% above consensus, based on 65% payout vs consensus at 61%. The broker fine-tuned its model for Fortescue ahead of the ...

Ord Minnett brought forward its commodity price review (last done on December 12) after over 20% spike in key minerals, lifting 2026 forecasts. Silver led the gain, with 90% rise in the forecast to ...

Bell Potter considers Fortescue's Dec quarter production report as good and a result of positive market conditions which are assisting with realised prices. Iron ore shipments came in at 50....