Daily FNArena News - Commodities

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.

A glance through the latest expert views and predictions about commodities, with both coal and iron ore markets expected to remain tight and so support prices.

Excess supply and ongoing uncertainty over European and Japanese nuclear policy had spot uranium slipping slightly last week.

Shell is near completing a massive project in Qatar, ahead of its floating LNG plans, while the US has approval to export shale gas. With nuclear on the outer, how will Australia’s gas projects fare?

A glance through the latest expert views and predictions about commodities with Citi and BA-ML finding value among the Australian resources sector and updates on bulk commodity markets.

Nuclear policy uncertainty in Germany and Japan is causing anxiety in the uranium market as the spot price slips lower.

A glance through the latest expert views and predictions about commodities with arguments in support of continued strength in iron ore and thermal coal prices plus updates on base metals.