Daily FNArena News - Commodities

A glance through the latest expert views and predictions about commodities including evidence of strong thermal coal demand, positive signs for oil prices and the implications of recent announcements in the iron ore and nickel markets.

Two more suggestions why gold might be poised for a further rally.

A glance through the latest expert views and predictions about commodities with RBS seeing scope for amendments to the RSPT, palladium fundamentals viewed positively and a rare earth initiation.

A glance through the latest expert views and predictions about commodities with a return to Chinese currency appreciation unlikely to have a significant impact on commodities plus some updates to forecasts for Oz steel sector plays.

Indian gold demand remains related to price but central bank buying appears on the up, leading UBS to lift its forecasts. Re-published today because we made an error yesterday.

Price targets and ratings have been changed as mining analysts at Morgan Stanley incorporate RSPT hangover in their models.

It would appear spot U3O8 activity has gone quiet.

A glance through the latest expert views and predictions about commodities, with Macquarie positive on coal, BA Merrill Lynch seeing upside on coal service stocks and JP Morgan updating post a tour of Oz steel assets in the US.

Gold has managed to break above key technical resistance and the fact has not escaped the bulls in the market.

A glance through the latest expert views and predictions about commodities, with Barclays lowering its expectations for LNG supply and Macquarie seeing opportunities in the resources sector.