Base Metals and Minerals

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.

Independence Group has released an interim report from its Long Island study, which should de-risk the Tropicana project. The focus is expected to return to the upside potential at Nova.

Oil outlook; copper demand; coking coal contracts; steel pricing.

Mineral sands producer Iluka Resources has raised its profile in global rutile production. Brokers emphasise higher prices are required to make the acquisition pay.

Weekly Broker Wrap: Outlook for domestic online media; Amazon in Australia; regulatory oversight of financial advisers; risks for automotive dealerships; booming electric vehicle sales.

Coking coal uncertainty; few bearish catalysts for oil; iron ore softens; Ord Minnett raises copper forecasts, lowers gold; tight primary supply of lead.

Outlook for metals; iron ore outlook becoming more constructive; steel demand; the upcoming OPEC meeting.

A pre-holiday pullback would not have been a surprise, but Wall Street just kept pushing higher. Dow up 59. (Accessible only for subscribers before 10:15 AEST)