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Weekly Top Ten News Stories

Weekly Reports | Aug 02 2013

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Our top ten news from 26 July 2013 to 02 August 2013 (ranked according to popularity).

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
Tuesday 30 July 2013 – 10:46 AM

The uranium price has fallen another US$2.00, making it look like sub US$40 prices might be here for a while.

Your Editor On Switzer: Bad News Announcements Ahead!
Friday 26 July 2013 – 10:02 AM

Investors better play it safer than usual in the weeks ahead, tells the FNArena Editor to Peter Switzer, because there's more bad news coming.

Weekly update on recommendation, target price, and earnings forecast changes.

Goldman takes a look at metal price forecasts, while JP Morgan makes the case for improvement in refined zinc and Macquarie makes observations on the latest Chinese trade data.

Brokers review the upcoming earnings season as bears look to have the upper hand. Tentative improvement in housing construction is expected while householders seem able to cope with debt.

Anticipating The Inflection Point For Commodities
Wednesday 31 July 2013 – 10:13 AM

By Rudi Filapek-Vandyck, Editor FNArena Share market indices are back above 5000, and hanging around at levels above what used to be No Go territory, but the underlying story hasn't genuinely changed in Australia. In line with my earlier research, most of the hard work

Material Matters: Coal, Iron Ore And Copper
Tuesday 30 July 2013 – 10:00 AM

Opportunities in thermal ooal plays are closing, two steel inventory themes play out for iron ore and the copper surplus is seen as increasing.

The short term RSI is at overbought levels and limited upside is seen early in the week, reports iQuant.

10 Material Matters: Oil To Japan, Steel And Iron Ore
Wednesday 31 July 2013 – 02:36 PM

Japanese oil demand, crunching the data in China's steel sector and the oversupplied iron ore outlook.

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