Daily FNArena News - Commodities

Climate change concerns, carbon footprints and the rising cost of fossil fuels lead Ahead of the Herd’s Rick Mills to suggest uranium should be on investor radars, as should security of supply issues.

A glance through the latest expert views and predictions about commodities with the outlook for industrial commodities and the fertiliser market updated and NAB revising forecasts for metals and oil.

The action was slow in the uranium market last week, with traders and analysts out for the bulk of the week to enjoy the Thanksgiving Holiday.

Ahead of the Herd’s Rick Mills suggests investors should have their radars on junior sulphide nickel plays given consistent solid demand and a lack of new discoveries.

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.