A glance through the latest expert views and predictions about commodities with the strong Aussie dollar impacting on domestic steel plays, updates to oil and coal forecasts and a note on iron ore.
A glance through the latest expert views and predictions about commodities with brokers identifying key midcap resource exposures, revisions to steel and coal forecasts.
A glance through the latest expert views and predictions about commodities with updates on demand expectations for Japan and China in copper and bulk commodity markets.
In the wake of Fukushima, Goldman Sachs has increased its long term uranium forecast price which seems at odds with the implications and subsequent spot price movements.
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.