A glance through the latest expert views and predictions about commodities with reasons why positives for precious metals remain intact, oil and industrial metals markets and Iluka still a Buy despite a weaker zircon outlook.
The global mismatch in spot uranium prices narrowed slightly last week. Light at the end of the tunnel?
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.