Daily FNArena News - Commodities

Uranium sellers remain caught between backtracking spot prices and the belief that help is just around the corner.

BullionVault introduces its Gold Investor Index, a monthly data point based on physical gold trading. So what does the first read have to say?

Jonathan Barratt of Barratt’s Bulletin is long copper despite a weaker global economy, and explains why.

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?