Daily FNArena News - Commodities

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.

A glance through the latest expert views and predictions about commodities with increases to nickel price forecasts but cuts to oil estimates and a review of Australian gold plays and global peers.

The spot uranium price ticked higher last week despite material on offer from the US Energy Commission.

Using factors such as the level of linkage to economic cyles and emerging market demand, Barclays has ranked the vulnerability of various commodities assuming a global recession.

Despite the recent price correction, analysts have either maintained or even increased some pretty elevated gold price forecasts for 2012.

A glance through the latest expert views and predictions about commodities with evidence the Australian resources sector is losing global relevance and more adjustments to commodity price expectations.

While global oil market fundamentals remain solid global economic growth is the big threat to demand and oil prices, with brokers revising estimates and preferred exposures to account for new forecasts.

The Pan-Asia Gold Exchange will allow Chinese citizens to buy gold futures for the first time come June next year. A whole new cohort of speculators.

A glance through the latest expert views and predictions about commodities with analysts using the end of the September quarter to revise forecasts generally lower given market headwinds remain in place.