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Previous Stories

Material Matters: Iron Ore Value, Steel And Fertliser

May 31 2010

A glance through the latest expert views and predictions about commodities, with reasons to like Aussie iron ore plays and an update on the feriliser market.


Material Matters: Oil, Gold And Uranium

May 28 2010

A glance through the latest expert views and predictions about commodities, while some positive signs for oil prices, mixed views on gold and Merrills seeing little downside for uranium.


Material Matters: Oil Price Risk To Upside, RSPT Impact On Iron Ore

May 27 2010

A glance through the latest expert views and predictions about commodities, with Barclays seeing oil price risk to the upside at current levels and the super tax impact on iron ore examined.


Material Matters: Iron Ore Spot Prices And Aussie Steel Companies

May 25 2010

A glance through the latest expert views and predictions about commodities, with iron ore prices under pressure for the next couple of quarters and Oz steel earnings boosted by a weaker Oz dollar.


The Return Of Iraqi Oil

May 25 2010

RBS notes the world has been overlooking the quiet return to oil production in Iraq which could “monumentally” impact on the oil market.


Europe Crisis Hits Uranium

May 25 2010

Hopes for a rebound in the spot uranium price this week fell foul of European jitters.


China’s Property Market And Commodity Prices

May 24 2010

While the European crisis has hit commodity prices, at the same time the market is terrified of Beijing’s attempts to slow its property bubble.


Material Matters: Metals Oversold On Fundamentals

May 24 2010

A glance through the latest expert views and predictions about commodities, with analysts suggesting speculative panic has overriden positive market fundamentals in metals.


Material Matters: Copper And Oil Mispriced, Local Projects Deferred

May 20 2010

A glance through the latest expert views and predictions about commodities with both copper and oil seen as mispriced on fundamentals and the Super tax proposal causing project deferrals in Australia.


Gartman On Gold

May 20 2010

Last night’s sell-off in gold is nothing to be surprised about.



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