Following a month where base metal prices fell and precious metal prices rose Barclay Capital has updated its views on the outlook for both metal classes.
A glance through the latest expert views and predictions about commodities with signs aluminium prices may be near a bottom, adjustments to coal sector earnings and basic materials yield plays.
A glance through the latest expert views and predictions about commodities, with updated forecasts for coal and comments on potential developments in the gold, iron ore and aluminium markets.
Amidst pure carnage elsewhere, prices for uranium are holding up well.
A glance through the latest expert views and predictions about commodities, with value seen in both industrial metal stocks and Australian steel plays.
A glance through the latest expert views and predictions about commodities with updates on forecast steel production in 2010, recent coal price settlements and new palladium price forecasts.
Chinese destocking of base metals will conclude in June, says Barclays Capital, and imports will return “en masse”.
At a time when the RSPT threatens Australian LNG projects, more bad news may stem from the Chinese government raising domestic gas prices, Macquarie suggests.
A glance through the latest expert views and predictions about commodities with higher prices for coal, a 33% increase for Brazilian iron ore and mixed demand for gold.
Industry consultant TradeTech notes more aggressive pricing by sellers has seen the spot uranium price fall by US25c over the past week.