Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities with updates on base metal and gold markets and what the Japanese disaster may mean for energy and bulk markets.

The spot uranium price has fallen 10% and that won’t be the end of it, analysts assume.

A glance through the latest expert views and predictions about commodities with Japan’s crisis expected to see energy substitution, Oz steel plays, oil price upgrades, a view on copper and silver relative to gold.

A glance through the latest expert views and predictions about commodities, with current threats to global growth viewed as likely to weigh on metal prices short-term.

Barclays Capital suggests the Japanese earthquake’s shorter-term impact on precious metals is greatest among the platinum group metals but longer-term this market should continue to tighten.

A glance through the latest expert views and predictions about commodities with some initial views on commodity markets in the wake of the disaster in Japan and a revision to oil price forecasts.

While concerns are growing Chinese monetary tightening will impact on copper consumption Barclays sees such concerns as overdone and remains bullish on the metal.

Last week saw the uranium spot price rally as US DOE selling was met with strong demand. But this week will be a different story.

Morgan Stanley has assessed the recent gains in oil prices and suggests the most likely outcome is little impact on US economic growth expectations.

A glance through the latest expert views and predictions about commodities with silver gaining relative to gold given weaker demand for the latter, a review of uranium and updates on Asian auto sales and cocoa.