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A glance through the latest expert views and predictions about commodities. A rebound in silver price led by investment demand; Electric vehicle battery demand to push up lithium prices; Copper markets to be in deficit by 2021
Jul 03 2020
A glance through the latest expert views and predictions about commodities. Lithium supply expected to increase by 2025; Copper mines in Latin America resuming operations; future uncertain for the North West Shelf.
Jul 01 2020
As the global economy contracts over 2020 lithium, already suffering surpluses, is now affected by a hiatus in demand. How low will prices go?
Jun 29 2020
A glance through the latest expert views and predictions about commodities. Copper price not reflecting economic conditions; iron ore supply constraints easing up as shipping volumes rise for Australian miners; steel output for most geographies continues to contract.
Jun 29 2020
Previous Stories
5G And Metals
Jun 24 2020
Ahead of the Herd’s Rick Mills explains just what 5G is and how it will impact on demand for copper, silver and critical metals cobalt, gallium and cesium.
Material Matters: Iron Ore, Oil And Base Metals
Jun 17 2020
A glance through the latest expert views and predictions about commodities. Guinea’s Simandou project will impact on iron ore dynamics, long-term, while oil prices are on the way up, with most metals impacted by supply constraints.
Gold Rally Looks Set To Continue
Jun 17 2020
How will the re-opening of economies amid loose monetary policy and fiscal stimulus affect the gold price trajectory?
Copper Bulls Ride On Increased Orders, Mine Disruptions
Jun 16 2020
Ahead of the Herd’s Rick Mills explains how an increase in copper demand on one side of the world is meeting supply disruptions on the other.
Material Matters: Base Metals And Gold
Jun 11 2020
A glance through the latest expert views and predictions about commodities. Copper; aluminium; zinc; lead and gold.
Strong Support For Iron Ore Prevails
Jun 10 2020
As the pandemic cuts a swathe through Brazil, analysts are anticipating strong support for the iron ore price will prevail, and the focus is on China’s stimulus expenditure.
Material Matters: Met Coal, Iron Ore And Nickel
Jun 03 2020
A glance through the latest expert views and predictions about commodities. Met coal, iron ore and nickel.
Material Matters: Coal, Gold And Lithium
May 26 2020
A glance through the latest expert views and predictions about commodities. Thermal coal; gold stocks; and lithium.
Will The Resilience Of Iron Ore Prices Last?
May 25 2020
Iron ore prices are heating up on a shortfall in Brazilian exports due to the pandemic. With negative rhetoric surrounding Australia’s trade relationship with China, what is the outlook for Australia’s iron ore miners?
Material Matters: China, Iron Ore, Manganese, Dividends
May 21 2020
A glance through the latest expert views and predictions about commodities. China, Iron Ore, Manganese, Dividends.
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