Daily FNArena News - Commodities

Spot activity subsided again last week but RBC Capital is forecasting growing uranium supply deficits in the years ahead.

A glance through the latest expert views and predictions about commodities with updates on commodity market expectations and an analysis of copper projects and value creation.

General Electric Co chief economist Marco Annunziata suggests an oil price shock would command Europe and the US among key casualties.

A glance through the latest expert views and predictions about commodities with Morgan Stanley and Moelis adjsuting forecasts, bulk material updates and palladium’s demand issues.

Jonathan Barratt of Barratt’s Bulletin notes all this talk of weakness in China is having little negative impact on copper prices.

Lower prices have finally encouraged cagey spot uranium buyers to jump back into the market, providing a sudden surge in weekly volumes.

Commonwealth Bank explores the impact to the Australian economy of the upcoming LNG boom and the risks involved.

A glance through the latest expert views and predictions about commodities with updates on oil and industrial metals, platinum’s premium to the gold price, thermal coal and the introduction of 2015 earnings forecasts for Australian resource companies.

With the spot gold price now well below its previous high, central banks have been taking the opportunity to load up.

Jonathan Barratt of Barratt’s Bulletin addresses the recent steep falls in the gold price.