Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities with analysis of geopolitical risk and supply and demand issues in various markets and revisions to price forecasts.

Jonathan Barratt of Barratt’s Bulletin feels oil prices hve run too far, too fast on Iranian tensions.

A glance through the latest expert views and predictions about commodities with global and Chinese metal demand’s importance for prices, the earnings impact of a stronger AUD and NAB’s revised commodity expectations.

While cancelled warrants have limited availability of aluminium in LME warehouses China and Europe remain keys to the market longer-term.

Another week, another lonely single transaction in the global uranium market.

Jonathan Barratt of Barratt’s Bulletin looks to gold’s demand-supply balance in support of a bullish view.

A glance through the latest expert views and predictions about commodities with updates on expectations for base and precious metal markets, differeing views on nickel and the influence of China on steel and iron ore prices.

The spot uranium price remains on hold with only one small transaction completed last week.

Ahed of the Herd’s Rick Mills suggests graphite should be on the radar screen of all investors.

A glance through the latest expert views and predictions about commodities in regard to zinc smelting, platinum versus gold, China and the silver price, US steel output, and the cheap gas impact on iron ore.