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.
RBS notes the world has been overlooking the quiet return to oil production in Iraq which could “monumentally” impact on the oil market.
Hopes for a rebound in the spot uranium price this week fell foul of European jitters.
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.
A glance through the latest expert views and predictions about commodities, with analysts suggesting speculative panic has overriden positive market fundamentals in metals.
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.
Last night’s sell-off in gold is nothing to be surprised about.
A glance through the latest expert views and predictions about commodities with platinum, zinc and gold in focus.
A glance through the latest expert views and predictions about commodities, with reasons why the gold price may find support and moves by China to address overcapacity in aluminium production.
There’s demand building in the uranium spot market but enough supply to match.