Daily FNArena News - Commodities

Supply disruptions and auto sector demand continue to be viewed as key drivers of the outlook for the platinum group metals.

ANZ Bank suggests a large amount of aluminium stock could hit the market in 2014 as financing deals are unwound, with prices expected to fall accordingly.

Jonathan Barratt of Barratt’s Bulletin looks at the implications for oil if the Hamas/Israel ceasefire fails to hold.

It’s a tricky business picking future winners in mining and commodities but Blackrock and Citi have a stab at it.

Despite a few years of somnolence followed by a six-month beat down, enthusiasts focused on a preponderance of positive fundamental assessments are now labelling uranium a contrarian play.

A glance through the latest expert views and predictions about commodities with CIMB offering an overview of commodity markets and updates on nickel, oil and coal.

Ahead of the Herd’s Rick Mills discusses supply constraints for copper which should interest commodity investors.

A glance through the latest expert views and predictions about commodities with updates on coal, zinc, fertiliser and mineral sands.

Jonathan Barratt of Barratt’s Bulletin discusses the implications for global commodity prices of the new man in Beijing.

A glance through the latest expert views and predictions about commodities with updates on gold, oil and the US fiscal cliff, copper and met coal and the implications of Obama’s re-election.