Daily FNArena News - Commodities

While supply side issues continue to impact on copper, opinions are divided as to whether or not the market will be in surplus or deficit in 2012.

Investment U suggests investors should keep an eye on the rare earth market as prices may be approaching a bottom.

Buyers were few in the spot uranium market last week as implications of corporate deals were considered. Spot price slips.

Forex.com’s Kathleen Brooks offers a ‘fundamental’ outlook on the price of crude oil.

Iron ore prices have continued to come under pressure in recent weeks and no sustained rally is expected before macroeconomic conditions stabilise.

In the view of Barclays Capital the global oil market continues to tighten, which should support prices prices averaging US$115 per barrel in 2012.

Jonathan Barratt of Barratt’s Bulletin analyses the implications of suprisingly large copper stockpiles.

A glance through the latest expert views and predictions about commodities with updates on supportive factors for oil and tin, China’s under-reporting of steel production and a correction in iron ore prices.

A glance through the latest expert views and predictions about commodities with ANZ and Barclays updating on commodity expectations, issues for steel and oil and a note on palladium.

An ongoing disconnect in the spot uranium market kept players on the sidelines last week.