A glance through the latest expert views and predictions about commodities, with both Danske Bank and Capital Economics updating commodity market views and JP Morgan analysing the potential energy market impact of any Israeli military action against Iran.
While increasingly optimistic talk, rumour and theory percolated through the uranium market in August, spot prices and volumes showed few signs of improvement.
A glance through the latest expert views and predictions about commodities, with UBS and Macquarie assessing the impact of weak iron ore prices and Goldman Sachs reviewing resource sector models.
CRU Group has updated its medium term price expectations across the spectrum of metals, minerals and fertilisers.
Jonathan Barratt of Barratt’s Bulletin discusses the grain price outlook as Isaac rains meet the US drought.
A glance through the latest expert views and predictions about commodities with thermal coal prices likely to be capped and updates on the Australian steel sector and base metals.
Analysts debate if, when, at at what price spot iron ore prices might find a bottom.
A glance through the latest expert views and predictions about commodities, with updates on the outlook for both thermal and met coal markets and analysis of natural gas displacing coal in the US.
An upswing in demand suggests the global oil market is tightening and China remains a major driver for energy markets.
The last few weeks have seen an increasing amount of positive chatter coming from the uranium market, but talk is cheap and U308 still sits close to US$50/lb.