Daily FNArena News - Commodities

The US-Australia critical minerals investment agreement has driven lithium miner Pilbara Minerals’ share price on sentiment, well above fundamentals, on most assessments

Record quarterly production, a promising new project, and surging global demand for nuclear energy is injecting renewed excitement for the prospects of Paladin Energy

Junior miner Pantoro Gold has repaired its balance sheet, swung to positive cash flow and offers compelling reserve and grade upside at its Norseman project. But is it too late to invest?

While a new three-year plan by Vault Minerals points to rising gold production, it also points to a pivot for free cash flow

Following another unsuccessful bid for Santos, analysts review the company’s outlook with a focus on valuation and dividend support

A glance through the latest expert views and predictions about commodities: tailwinds ongoing for gold; price outlooks for other commodities

Global oil markets are preparing for over-supply, but when it comes to oil, is anything ever set in stone?

Rising costs and weak pricing weighed on first quarter earnings for Champion Iron, but development projects remain on course to support growth

As iron ore demand and prices falter, diversification into the likes of copper, aluminium and lithium is offering relative resilience for Rio Tinto shareholders

While Mineral Resources performed strongly operationally in the fourth quarter, not everyone is comfortable with its debt and the outlook for commodity prices