Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities with Macquarie arguing zinc prices have overshot fundamentals, China making changes in its commodity markets and BA-ML seeing upside for companies servicing Oz Coal mines.

A glance through the latest expert views and predictions about commodities, with positive fundamentals identified for copper but some caution on oil and iron ore prices given recent market moves.

Overall market activity is heating up for spot uranium, or so it seems. This has an impact on pricing too.

A glance through the latest expert views and predictions about commodities with Deutsche Bank on new commodity indices, Citi positive on metal prices and Credit Suisse looking at transaction multiples in Oz coal stocks.

A glance through the latest expert views and predictions about commodities, with Goldman Sachs lifting its zircon estimates, analysts updating on the natural gas and iron ore markets and arbitrage activity in copper.

A glance through the latest expert views and predictions about commodities, with fundamentals looking positive for both copper and oil and Deutsche Bank highlighting some scope for minor changes to estimates in the steel sector.

Renewed strength in the gold price has been partly attributed to Beijing’s easing of internal gold trading restrictions.

A glance through the latest expert views and predictions about commodities with supply seen as the key to platinum prices, oil prices expected to consolidate above US$80 and some new coverage of Oz iron ore plays.

A glance through the latest expert views and predictions about commodities with an improving outlook for base metal prices and Morgan Stanley seeing Citadel as an Undervalued copper exposure.

Sellers of yellow cake are hoping for higher prices but overall demand remains discretionary.