Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities with a review of marginal costs and commodity prices and updates on copper, thermal coal, natural gas and the Chinese steel market.

Market analysts at FXCM suggest the path of least resistance for WTI futures is now south.

The spot uranium price was again stronger last week as traders and hedge funds moved in to take positions at low levels.

Investment U suggests investors look more closely at cobalt given it is a critical metal to clean energy.

A glance through the latest expert views and predictions about commodities with more sector reviews post Australian reporting season, a list of conviction ideas and some adjustments to commodity price forecasts.

A glance through the latest expert views and predictions about commodities with updates to commodity price forecasts, views on copper, nickel, platinum and oil and a look at Europe’s influence on demand and valuation measures.

The sub-US$50 level for spot uranium has finally sparked some buying interest in a thin market.

Cables obtained by Wikileaks have revealed China’s intentions with regard to gold and the world’s reserve currency.

Central banks across the globe are looking to to diversify away from the dodgy greenback.

No sign of a cavalry under US$50/lb as spot uranium continues to slide.