A glance through the latest expert views and predictions about commodities with updates on Chinese commodity markets, why nickel may be cheap, upside for PGMs, met coal and broker updates.
A bit of late end-of-quarter buying saw a slight spot price rise last week for uranium but it was an otherwise uninspired March quarter.
Jonathan Barratt of Barratt’s Bulletin looks at the prospects for corn, wheat, soybeans and cotton.
Spot activity subsided again last week but RBC Capital is forecasting growing uranium supply deficits in the years ahead.
A glance through the latest expert views and predictions about commodities with updates on commodity market expectations and an analysis of copper projects and value creation.
General Electric Co chief economist Marco Annunziata suggests an oil price shock would command Europe and the US among key casualties.
A glance through the latest expert views and predictions about commodities with Morgan Stanley and Moelis adjsuting forecasts, bulk material updates and palladium’s demand issues.
Jonathan Barratt of Barratt’s Bulletin notes all this talk of weakness in China is having little negative impact on copper prices.
Lower prices have finally encouraged cagey spot uranium buyers to jump back into the market, providing a sudden surge in weekly volumes.
Commonwealth Bank explores the impact to the Australian economy of the upcoming LNG boom and the risks involved.