As 2012 drew to a close uranium buffs had a few things to cheer about and after a rough ride in January, the direction remains positive.
Jonathan Barratt of Barratt’s Bulletin believes a low is now in place in cotton and the argument for strong upside is well supported.
Bulks are not expected to endure the wild rides of 2012 while there’s some potential surprises in copper and aluminium. And then there’s sugar.
As risk appetite returns and the global economy stumbles forward, does there remain an upside story for gold?
Market activity and the uranium spot price both heated up a little last week.
The outlook for LNG, while clouded, looks positive, while brokers are growing increasingly concerned about the tax burdens on miners.
Jonathan Barratt of Barratt’s Bulletin discusses the Bundesbank’s sudden move to repatriate its gold holdings and the implications for the metal.
Ahead of the Herd’s Rick Mills discusses the growing importance of green initiatives and cobalt’s critical role in the future green energy.
With Paladin well liked operationally, the uranium spot price outlook is becoming the most important factor in a broker’s assessment.
Prices for copper, platinum and molybdenum are expected to push higher, while the outlook for gold turns a little more bearish.