Commodity price forecasts: 2 of 4

Iron ore market facing period of 'enhanced volatility', says RBC
BULKS

Iron ore market facing period of 'enhanced volatility', says RBC

Choppy prices set to continue

13 July 2021

Price drop provides 'optimal entry point' to mining, says Jefferies
BASE METALS

Price drop provides 'optimal entry point' to mining, says Jefferies

Headwinds are merely short term, says US investment bank

21 June 2021

Petra Diamonds' Williamson mine in Tanzania
OTHER

UK bank upgrades diamond prices on 'lingering deficits'

Bank expects mined supply to fall 5% year-on-year in 2021

13 May 2021

Copper at US$10,000/t fuels interest in substitutes
BASE METALS

Copper at US$10,000/t fuels interest in substitutes

Efficiency gains in batteries and EV motors could reduce copper consumption, says Morgan Stanley

12 May 2021

UK investment bank Liberum sees copper prices on the wane
BASE METALS

UK bank flags bear case for copper

Liberum sees prices softening until the mid 2020s, in contrast with other banks

23 March 2021

RBC sees further upside for mining equities
BASE METALS

Still upside for mining equities, says RBC

Canadian bank urges market participants to "keep calm and carry on"

22 March 2021

Jefferies has lifted its commodity price forecasts once again
BASE METALS

Jefferies hikes commodity price forecasts…again

Bank said its previous forecasts were out of touch

23 February 2021

RESOURCE STOCKS

Northern Territory Copper Project Well Positioned

KGL Resources provides compelling investment rationale with its Jervois copper project

RESOURCE STOCKS

PolarX Strongly Backed by Gold Major

Australian junior enjoys strong support for its USA project portfolio.

RESOURCE STOCKS

VHM's near-term critical minerals project poised with consummate timing

Globally-significant deposit aiming for production in 2025

RESOURCE STOCKS

Helix Resources: A Systematic Approach to Copper Exploration

ASX-listed junior poised for a new discovery in the renowned high-grade Cobar copper

A growing series of reports, each focused on a key discussion point for the farming sector, brought to you by the Kondinin team.

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