Into the 3Q of 2024, Morgan Stanley is forecasting metallurgical coal supply tightness and demand support from
Iron ore prices are forecast to rebound into the 4Q and gold should experience ongoing 2H support, buoyed by central bank buying and falling real yields, explains the broker.
Copper demand continues to accelerate driven by grid spend and the case for aluminium prices is compelling as cost curves rise, explain the analysts.
The broker's target for Sandfire Resources slips to
Sector: Materials.
Target price is
© 2024 Acquisdata Pty Ltd., source