Daily FNArena News - Commodities

Suddenly all the world wants to talk uranium again after a long hiatus. The spot price was up again last week, but analysts are now debating potentially more significant moves.

A glance through the latest expert views and predictions about commodities with arguments in favour of further gains in base metals and thermal coal, plus more.

Recent violent moves in physical gold and silver can be attributed to options market-makers desperately trying to hedge.

A glance through the latest expert views and predictions about commodities, with reasons for optimism with respect to commodity prices but some cause for caution on silver.

A glance through the latest expert views and predictions about commodities with recent data positive for stronger oil and agricultural commodity prices and signs global coal markets remain tight.

A glance through the latest expert views and predictions about commodities with potential impacts from commodity index fund re-weightings, Citi looking at how miners will use excess cash and UBS suggesting iron ore could stay stronger for longer.

Following a week of consolidation, the spot uranium price saw another big jump last week on significant demand.

A glance through the latest expert views and predictions about commodities with both Macquarie and RBS Australia lifting resource exposure in model portfolios, Citi revising its coal estimates and reasons why copper, gold and aluminium could find support.

A glance through the latest expert views and predictions about commodities, with October’s price gains expected to continue, reasons copper can continue to run and Credit Suisse’s order of preference among Oz iron ore and steel plays.

Ahead of the Herd’s Rick Mills sees a bright future for uranium and for producer Uranerz in paricular.