Daily FNArena News - Commodities

Brokers look forward to miners and energy producers releasing quarterly updates, while also identifying their Best Ideas and sector favourites

As more of the world adopts nuclear energy on the path to renewables, demand for uranium can only grow. Australia boasts several listed miners

Brokers update lithium price forecasts and weigh the longer-term impact on supply from direct lithium extraction technology

New research highlights longer-term existential risks for ASX-listed Oil & Gas companies that need to determine the ‘right’ level of spend for the energy transition

Lithium and co may draw the limelight, but Tim Boreham explores the upside for lesser known minerals and the listed companies that mine them

A glance through the latest expert views and predictions about commodities. China stimulus a boost for commodities; tough September quarter ahead for thermal coal; iron ore shipments increasing; lithium and rare earth prices rebounding

Recent broker research and corporate activity suggest a bullish outlook for lithium

A glance through the latest expert views and predictions about commodities: low confidence in China impacting demand; thermal coal price forecast; nickel costs vary across producers; positive outlook for zinc & tax changes for copper in Chile

A glance through the latest expert views and predictions about commodities: iron ore price forecast under pressure, bearish copper price outlook, Chinese lithium spot prices rally & upcoming surplus for nickel

A glance through the latest expert views and predictions about commodities: Recessions weigh, impacts from decarbonisation, World Bank forecasts & Morgan Stanley oil price forecast