A glance through the latest expert views and predictions about commodities with comments on oil and base metal prices, Chinese construction activity, nickel, iron ore and the Oz LNG sector.
A glance through the latest expert views and predictions about commodities with updates on Brazil and China’s impact on commodities, positives for coal and steel and the release of strategic oil reserves.
Ahead of the Herd’s Rick Mills expects cobalt’s profile will continue to grow in coming years.
Buyers in the spot uranium market have become wary of significant supply.
There’s more to last week’s IEA oil reserves release than initially meets the eye, suggests GaveKal.
A glance through the latest expert views and predictions about commodities, with NAB’s latest update on commodity markets suggesting prices should find support this year but ease in 2012.
Barclays Capital has reviewed expectations for commodity markets, seeing diverse performance among the base metals but broadly positive performance for the precious metals.
A glance through the latest expert views and predictions about commodities with subdued outlooks evident for lead, nickel and uranium, still positive conditions for PGMs, some cracks emerging in China and why sector consolidation may increase.
In a review of nickel, Ahead of the Herd’s Rick Mills suggests investors should have one or two junior nickel plays on their radar screens.
Ahead of the Herd’s Rick Mills suggests there are significant opportunities for investors among junior rare earth plays.