Daily FNArena News - Commodities
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Uranium Producer Consolidation Ahead?
Jul 12 2011
The spot uranium price rebounded last week while BA-Merrill Lynch sees global consolidation of producers in the offing.
Material Matters: Price Revisions and Policy Impacts
Jul 12 2011
A glance through the latest expert views and predictions about commodities including price forecasts being revised and the impact of economic policies on commodity demand.
Material Matters: Oz Steel, Oil, Coal And Iron Ore
Jul 11 2011
A glance through the latest expert views and predictions about commodities with the strong Aussie dollar impacting on domestic steel plays, updates to oil and coal forecasts and a note on iron ore.
Material Matters: Midcap Initiations, Coal And Steel Forecasts
Jul 07 2011
A glance through the latest expert views and predictions about commodities with brokers identifying key midcap resource exposures, revisions to steel and coal forecasts.
Material Matters: Copper And Iron Ore, Japan And China
Jul 05 2011
A glance through the latest expert views and predictions about commodities with updates on demand expectations for Japan and China in copper and bulk commodity markets.
Uranium: This Time It’s Different
Jul 04 2011
In the wake of Fukushima, Goldman Sachs has increased its long term uranium forecast price which seems at odds with the implications and subsequent spot price movements.
Material Matters: Weaker Oil Good For Metals, Nickel And LNG
Jun 30 2011
A glance through the latest expert views and predictions about commodities with comments on oil and base metal prices, Chinese construction activity, nickel, iron ore and the Oz LNG sector.
Material Matters: Demand From Brazil And China, Coal And Oil
Jun 29 2011
A glance through the latest expert views and predictions about commodities with updates on Brazil and China’s impact on commodities, positives for coal and steel and the release of strategic oil reserves.
Critical Raw Materials
Jun 28 2011
Ahead of the Herd’s Rick Mills expects cobalt’s profile will continue to grow in coming years.
Uranium Buyers Cautious
Jun 28 2011
Buyers in the spot uranium market have become wary of significant supply.
