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Latest Stories

A glance through the latest expert views and predictions about commodities: potential upside as gold stocks bridge the gap to a surging gold price; plus rising rare earths price forecasts

Apr 18 2024

A glance through the latest expert views and predictions about commodities. Base metal pricing aided by Russian bans along with decarbonisation tailwinds; plus price forecasts for coal and iron ore

Apr 17 2024


ANZ Bank analysts do not see the weekend’s attack on Israel by Iran as sparking a new surge in oil prices

Apr 15 2024

US bond yields have rallied back hard, which would typically send the gold price lower. So why has gold rallied hard too?

Apr 11 2024


Previous Stories

Material Matters: Bullish Copper, Bearish Lithium

Apr 11 2024

A glance through the latest expert views and predictions about commodities: bullish outlook for copper prices; bear market not finished for lithium; and value among rare earths miners.


Material Matters: Pressure On Dividends, Steel & Iron Ore

Apr 04 2024

A glance through the latest expert views and predictions about commodities: stock picks and commodity forecasts; declining payout ratios for miners; new research coverage for steel companies; and iron ore forecasts


Preparing For Copper Price Upside

Mar 26 2024

Analysts have positive views on potential upside for the copper price based on recent news out of China and longer-term fundamentals


Material Matters: Lithium, Iron Ore And Base Metals

Mar 11 2024

A glance through the latest expert views and predictions about commodities: lithium and nickel prices close to lows; the impact of China’s National People’s Congress; other forecasts for iron ore and base metals


Material Matters: Copper; Iron Ore; Chinese Property

Mar 05 2024

A glance through the latest expert views and predictions about commodities: the potential for a copper price rally; iron ore unlikely to fall meaningfully; Chinese property market dynamics remain grim


Material Matters: Aluminium, Platinum, and Gas

Feb 22 2024

A glance through the latest expert views and predictions about commodities


Material Matters: Copper & Iron Ore

Jan 19 2024

A glance through the latest expert views and predictions about commodities: While the long-term outlook for copper is unchanged, there is potential for near-term downside, while brokers believe long-term fundamentals for iron ore are largely unchanged


Material Matters: Lithium; Copper; Aluminium; 2024 Outlook

Dec 13 2023

A glance through the latest expert views and predictions about commodities: Volatility in lithium; China’s copper/aluminium output; Citi’s view on commodity prices in 2024.


Material Matters: Crude Oil And Five Gold Miners

Nov 23 2023

A glance through the latest expert views and predictions about commodities. Weakening demand amidst strong supply of commodities; OPEC to update oil production quotas; Moelis initiates coverage of five Australian gold miners


Material Matters: Iron Ore; Copper; Zinc; Lithium

Nov 22 2023

A glance through the latest expert views and predictions about commodities: China stimulus supporting iron ore, copper; near-term risk for zinc; lithium prices to fall further



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