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The ASX materials index is up marginally so far in 2023, but UBS says downside may be on the horizon.

Are the global dynamics changing for iron ore? In this wire, we explore some of the issues, now and into the future.

Former exploration geologist, James Cooper, explains why a US vs China economic showdown is set to push commodity prices to new extremes.

The Russian invasion of Ukraine has thrown up a plethora of issues for European and global markets. This is mainly because Russia, like Australia, is heavily endowed...

Here we are once more in the teeth of the great "super-cycle" debate as iron ore probes daily new lows in the reach for a China-Crisis clearing price. This is my first...

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China...

China has had a significant impact on the supply side in two key global commodities during 2016. Going forward, look out for further actions from China on the supply...