The outlook for commodity prices in the September quarter is mixed.
UBS is bearish on iron ore and copper and cautious on gold in the medium-term, while Citi is bullish on copper and nickel in the next 3-6 month.
BMO Capital Markets described now as "an extremely interesting juncture for metals and mining markets".
"The global economic recovery continues and remains metals intensive, with demand expectations still being pushed higher," BMO analyst Colin Hamilton said.
"With this, we are hitting into widespread supply bottlenecks in terms of both raw materials and logistics. However, China's anti-inflation rhetoric has been stepping up, dampening both physical demand aggression and financial market positioning.
"Our view remains that current commodity prices are extremely good across the vast majority of metals and bulks under our coverage, with industry free cashflow looking particularly robust.
"And, while demand tailwinds may be easing, with extended lead times and raw material markets susceptible to disruption, in our view a supply risk premium to the cost curve can be justified over the coming quarters."
July means quarterly reporting with all eyes on the gold sector after a number of labour-related downgrades.
St Barbara, Red 5, Ora Banda Mining and Westgold Resources have all already flagged softer June quarters, despite the final quarter of the financial year usually being a big one for output.
Other things to look out for will be Newcrest Mining's Lihir 14A prefeasibility study.
A PFS is also due for South32's Taylor zinc-lead-silver deposit in Arizona.
Pilbara Minerals is set to finalise its downstream lithium processing joint venture with POSCO in South Korea. POSCO has already approved the venture, with Pilbara board approval still pending.
Northern Star Resources will hold its annual strategy day on July 22. The event was meant to be held in Sydney, but COVID-19 travel restrictions will likely see it morph into a virtual event.
Assays for Coda Metals' hole at the Emmie Bluff Deeps target are due by about mid-month.
The biggest ASX float in more than a decade, 29Metals, will list tomorrow.
The company, which owns the Golden Grove and Capricorn mines in Australia, raised nearly $528 million at $2 per share.
It won't just be 29Metals, with another four companies scheduled to list tomorrow after Australian Rare Earths today.
Lode Resources and Resource Base are also due to list tomorrow, as well as Sunrise Energy Metals spin-off Clean TeQ Water, while Canada's NexGen Energy will dual list.
Also set to join the board this month is Askari Metals, Gold 50, OZZ Resources, Locksley Resources, Monger Gold, Mt Monger Resources, Balkan Mining and Minerals, Pacgold, Burley Minerals, Charger Metals, Pantera Minerals, Industrial Minerals, M3 Mining and METS companies Aerison Group and DRA Global, while Almonty Industries will dual list.
On the events front, COVID-19 travel restrictions will likely make any interstate travel to the mid-month Noosa Mining & Exploration Investor Conference impossible.
Today's battery minerals event at Sydney Mining Club has been postponed, while after being pushed back twice, the Melbourne Mining Club plans to host 29Metals chair Owen Hegarty next Friday.
The WA Mining Club is holding a panel discussion on skills shortages at the end of the month.
And we will be announcing the nominees for the 2021 MNN Awards tomorrow. We will spend the next few weeks profiling the companies and individuals before announcing the winners later this month.