Ahead of the Herd’s Rick Mills suggests infrastructure programs will support commodities, which should keep junior resource companies on the radar screens of investors.
What impact will Germany’s announced nuclear energy phase-out have on the uranium market?
Despite earlier denials, the US Department of Energy’s uranium quota has indeed been purchased in full. But now there’s a new issue.
A glance through the latest expert views and predictions about commodities about why coal prices may find support, iron ore juniors and why there appears downside risk to the gold price.
A glance through the latest expert views and predictions about commodities with NAB seeing little correlation between commodity prices and QE, support for gold and copper, caution on silver, and gems as investments.
The spot uranium price drifted back last week once the market gave up on its hope that a single buyer was prepared to buy all of the US government’s selling order.
A glance through the latest expert views and predictions about commodities with signs Japanese demand for coal and iron ore remains solid, nickel coming under pressure, changes to gold market dynamics and some mixed views on base metals.
The US has taken the first step towards LNG export; Shell is set to introduce floating LNG off WA; Woodside might have found the gas it needs for Pluto 2.
Market analysts at FXCM maintain risk aversion remains the new black and gold will suffer too.
A glance through the latest expert views and predictions about commodities with Macquarie adjusting commodity price forecasts, April steel Data for Australia coming in mixed and Goldman Sachs adjusting preferences among the big Oz energy stocks.