Commodities are caught in a global trade war: How bad could it get? By Investing.com
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 20 2025
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Source: Investing.com
Impact of Trade War on Commodities: The ongoing U.S.-China trade tensions, exacerbated by Donald Trump's re-election, are causing significant volatility in global commodities markets, with RBC Capital Markets warning of potential sharp declines in prices and earnings for mining companies if the situation worsens.
Sector Vulnerability and Market Response: Many commodities are already retreating from recent highs, with base metals producers facing the most risk due to their higher cost positions; the broader market has reacted negatively, with notable declines in stock indices related to these sectors.
Analyst Views on VALE
Wall Street analysts forecast VALE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for VALE is 13.93 USD with a low forecast of 12.00 USD and a high forecast of 15.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
9 Buy
4 Hold
0 Sell
Moderate Buy
Current: 15.740
Low
12.00
Averages
13.93
High
15.50
Current: 15.740
Low
12.00
Averages
13.93
High
15.50
About VALE
Vale SA, formerly Companhia Vale do Rio Doce, is a Brazil-based metal and mining company which is primarily engaged in producing iron ore and nickel. The Company also produces iron ore pellets, copper, platinum group metals (PGMs), gold, silver and cobalt. Vale is engaged in greenfield mineral exploration in five countries and operates logistics systems in Brazil and other regions in the world, including railroads, maritime terminals and ports, which are integrated with mining operations. In addition, Vale has distribution centers to support the delivery of iron ore worldwide. Vale has numerous subsidiaries, including Vale Logistica Uruguay SA, Vale Holdings BV, Vale Overseas Ltd. The Company’s operations abroad cover approximately 30 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
