A glance through the latest expert views and predictions about commodities. Citi analysts view energy stocks as fairly priced at current levels; Macquarie is positive on copper exposure while Ord Minnett expects iron ore to remain strong heading into 2021
A glance through the latest expert views and predictions about commodities. Lithium production may need to rise eight-fold to keep up with demand; LNG Prices to be on the higher side in 2021; Iron ore miners are Macquarie’s top picks
A glance through the latest expert views and predictions about commodities. Longview Economics predicts a commodity mini-cycle is underway, while China aims to increase self-reliance in iron ore and steel and the uptrend in oil prices is expected to continue
Ahead of the Herd’s Rick Mills assesses the critical role of the red metal in the shift towards green energy
Ahead of the Herd’s Rick Mills discusses the economic implications of a colossal infrastructure funding gap
Many projects supplying battery materials have been suspended because of low prices and/or pandemic-created restrictions. Are deficits looming?
A robust outlook for oil prices is emerging after a volatile and difficult 2020, as high levels of inventory are wound back and producers adjust to the absence of supply investment
A glance through the latest expert views and predictions about commodities. Oil; Australia & China; iron ore; coal; copper; and zircon.
A glance through the latest expert views and predictions about commodities. Coal; chemicals; steel; oil; and aluminium.
A glance through the latest expert views and predictions about commodities. New energy; lithium; coal; and copper.