Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities: Strategic importance of rare earths; thermal coal and aluminium prices to benefit from Middle East conflict; RBC Capital materially raises forecasts for gold, copper and lithium

As gold prices hit record highs, Northern Star has delivered yet another downgrade, leading brokers to question management, and the share price to tank

Liontown Resources’ interim result highlights scaling production with operational performance tracking ramp-up expectations

A glance through the latest expert views and predictions about commodities: Prices for rare earths surge; Middle East conflict impacts coal pricing; and onwards and upwards for contractors

Despite an overnight retracement following a sharp spike, energy markets remain on edge with implications for the global economy

Global mining services provider Imdex posted a solid first half beat, aided by increased gold and copper activity, but the second half is shaping up to be even stronger

Diversified contractor NRW Holdings’ first half result was a solid beat of consensus, with its Minerals, Energy & Technology segment the standout

Investors are witnessing a definitive split between two types of miners: those still riding the volatile tail of the commodity cycle and those becoming indispensable strategic assets

After meeting 2025 guidance, Capstone Copper has surprised with much weaker 2026 production, cost and capex guidance

BHP Group’s first half copper earnings exceeded those of iron ore for the first time, with a much lauded silver deal as unexpected bonus