Brokers investigate the impact for oil prices from the surge in US drilling activity and the clamping down on supply by OPEC. Where will the balance lie?
A glance through the latest expert views and predictions about commodities. Iron ore balance; uncertainty prevails for nickel ore; deficit tipped in aluminium; copper prices likely to lift.
A glance through the latest expert views and predictions about commodities. Industrial production recovery; rebound in China trade; iron ore cycle; positive outlook for base metals.
A glance through the latest expert views and predictions about commodities. China’s aluminium exports; Coal price estimates upgraded; Caution prevails for gold; iron ore rally slowing; US oil producers; lead & zinc deficits.
A glance through the latest expert views and predictions about commodities. Coking coal and Debbie; manganese prices; lithium outlook; gold sector quarterlies.
A glance through the latest expert views and predictions about commodities. Cyclone Debbie looms; Chinese coal policy; Steel strength; iron ore outlook; oil’s impact on commodities; platinum issues.
A glance through the latest expert views and predictions about commodities. Mining outlook; price and equity upgrades; coal and lithium.
Gavekal believes the oil market is under a false illusion.
A glance through the latest expert views and predictions about commodities. Asian investor briefing; iron ore prices; aluminium outlook; nickel uncertainty; subdued oil.
A glance through the latest expert views and predictions about commodities. Sentiment on base metals; upbeat zinc miners; US dollar impact on metals; gold outlook; lithium demand.