Daily FNArena News - Commodities

Analysts are starting to see a recovery in the iron ore market, oil price assumptions are revised, and sector stock preferences are updated.

BullionVault reports that the bull trend for Gold remains intact, but notes things aren’t quite a precious for silver.

September started off as about the worst month we’ve seen in the uranium spot market, but as the month drew to a close, hope emerged.

Falling confidence in sovereign obligations and a growing lack of trust in governments and banks means gold will soon become a core banking asset.

A glance through the latest expert views and predictions about commodities with BA-ML revising commodity forecasts and updates on the bulks, base and platinum group metals.

Both BA Merrill Lynch and Deutsche Bank have updated their views on gold and their sector preferences, while Standard Bank remains cautious on the short-term technical picture.

Global nuclear capacity is steadily increasing, while uranium production will soon fall short of demand. But when?

A glance through the latest expert views and predictions about commodities with updated expectations for commodity markets, bullish views on gold and oil and commentary on bulks and aluminium.

Jonathan Barratt of Barratt’s Bulletin highlights the supply impact of miner strikes in South Africa and implications for gold and silver prices.

A glance through the latest expert views and predictions about commodities with forecasts and preferences in the sector updated, some positives from China and a review of the tin market.