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Uranium Steadies
Aug 13 2013
After last week’s price spike, spot uranium steadied this week as the market awaits pricing on a large order.
Material Matters: Uranium, Metal Prices And Copper
Aug 13 2013
Uranium is being stockpiled in China, metal prices are subdued and the outlook is mixed, but economic fundamentals are strengthening.
No Seasonal Crash For Iron Ore
Aug 12 2013
Last September the spot iron ore price suffered an alarming plunge to below US$90/t on seasonal Chinese destocking, but analysts can’t see the same happening again this year.
Coal Demand Improves But Still Lacklustre
Aug 08 2013
It’s been a lacklustre year so far for coal and prices are expected to stay under pressure.
Gold Risk To The Downside
Aug 08 2013
Jonathan Barratt of Barratt’s Bulletin is reducing long gold positions, wary of further falls.
Has Uranium Found a Bottom?
Aug 06 2013
The spot uranium price bounced US$1.25 last week as long awaited larger orders hit a market wallowing up to that point.
Chinese Demand Crucial For Copper
Aug 01 2013
Jonathan Barratt of Barratt’s Bulletin suggests the Chinese PMI and Beijing’s moves to cut capacity leave copper vulnerable.
Material Matters: Oil To Japan, Steel And Iron Ore
Jul 31 2013
Japanese oil demand, crunching the data in China’s steel sector and the oversupplied iron ore outlook.
The (New) Outlook For Rare Earth Metals (Updated With Molycorp Response)
Jul 31 2013
In the space of a couple of years, the global rare earth picture has changed substantially. The future balance of supply and demand is a complex and difficult equation to solve, which has ramifications for Australia’s Lynas Corp.
Uranium Nearing Terminal Velocity
Jul 30 2013
The uranium price has fallen another US$2.00, making it look like sub US$40 prices might be here for a while.
