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Latest Stories

A glance through the latest expert views and predictions about commodities: Upside for large-cap iron ore miners; a potential turning point for oil prices, and preferred ASX gold developers and explorers

Aug 03 2022

Ahead of the Herd’s Rick Mills highlights the rush of global EV/battery makers to secure materials directly from miners, including Australian-listed miners

Jul 25 2022


New tax reforms in Chile have the potential to weigh upon earnings for some ASX-listed copper miners

Jul 14 2022

A glance through the latest expert views and predictions about commodities: Recession scenarios for aluminium, copper and iron ore; preferred ASX lithium stocks and one small-cap bauxite stock

Jul 12 2022


Previous Stories

Material Matters: Oil & Gas

Jun 16 2022

A glance through the latest expert views and predictions about commodities: A 1970’s style global commodity shock; the energy services sector; preferred ASX energy stocks energy security & the surge in US natural gas prices.


Game Over For Lithium?

Jun 02 2022

Brokers have swiftly come to the conclusion lithium prices will soon peak and pull back substantially, though the outlook is a little more complex


Material Matters: Iron ore, Lithium and Oil & Gas

May 27 2022

A glance through the latest expert views and predictions about commodities: large forecast decline for the iron ore price; lithium price forecasts and preferred stocks; three reasons for energy sector exposure


Material Matters: Copper, Lithium, Gold, Russian Coal and Oil

Apr 19 2022

A glance through the latest expert views and predictions about commodities: tight copper market to be short lived; lithium growth remains strong; further upside to gold pricing; Russia driving uncertainty in commodities


Material Matters: Iron Ore, Oil, Coal and Lithium

Apr 08 2022

A glance through the latest expert views and predictions about commodities: upside for the iron ore price; oil glut; potential effects from Russian coal ban and top ten emerging lithium producers


Material Matters: Oil, Wheat, Copper And Nickel

Mar 10 2022

A glance through the latest expert views and predictions about commodities: forecasts for oil & gas, wheat and copper; oil price scenarios and broker downgrades for Nickel Mines


Material Matters: Oil, Coal, Lithium & Rare Earths

Mar 08 2022

A glance through the latest expert views and predictions about commodities: oil and gas price forecasts; undervalued coal shares, lithium & rare earths continued momentum


Material Matters: Lithium, Copper And Iron Ore

Feb 17 2022

A glance through the latest expert views and predictions about commodities suggests lithium and copper may be set to explode as electric vehicle production hits the S-curve, while iron-ore demand should remain firm near-term


Material Matters: Oil, Aluminium, Zinc & Rare Earths 

Feb 08 2022

A glance through the latest expert views and predictions about commodities: oil, aluminium, zinc & rare earths


Material Matters: Potential WA Supply Shock, Oil, Natural Gas, Copper & Nickel

Feb 03 2022

A glance through the latest expert views and predictions about commodities: potential supply shock in WA; oil, natural gas, copper & nickel



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