The New Criterion’s Tim Boreham outlines the traps for investors as high expectations for lithium miners fail to convert.
Ahead of the Herd’s Rick Mills argues why there is little hope for the uranium price, and why thorium remains a far more palatable alternative.
A glance through the latest expert views and predictions about commodities. China infrastructure; iron ore miners; Indian industry; coking coal; oil; and rutile.
A glance through the latest expert views and predictions about commodities. Gold; platinum; thermal coal; oil; and copper.
A glance through the latest expert views and predictions about commodities. Nickel ban; coal price outlook; and Arctic LNG.
A glance through the latest expert views and predictions about commodities. Indonesia’s nickel export ban; metallurgical coal; and iron ore.
A glance through the latest expert views and predictions about commodities. Gold up on safe haven buying; base metals drop on economic uncertainty; nickel shines; China steel-making slowdown hits iron ore and metallurgical coal.
A glance through the latest expert views and predictions about commodities. Predictions for gold, iron ore and coal prices; zircon stable; base metals oversupplied.
A glance through the latest expert views and predictions about commodities. EV growth no panacea for battery metals; nickel rises in price as alumina falls; step-up in global LNG production projects; rare earths draw attention.
Nickel prices have surged recently but as some brokers assess, fundamentals do not appear to be supporting the rally. Hence, a retracement is considered highly likely.