A glance through the latest expert views and predictions about commodities, with infrastructure issues in South Africa likely to support coal but copper seen at a risk of a deeper correction.
Oil prices have fallen along with other commodities as the EU’s economic woes continue, but a dislocation in the US market is distorting fundamentals.
A glance through the latest expert views and predictions about commodities, with BMO revising its commodity price forecasts and Citi seeing only limited impact from any review of the Oz tax system.
A glance through the latest expert views and predictions about commodities, with commentary on lead, nickel and copper among the base metals and some reasons for caution on iron ore.
Industry consultant TradeTech has registered a noticeable uptick in buyers’ appetite for spot uranium.
A glance through the latest expert views and predictions about commodities, with an update on the impact of Chinese trade data and the impact on agricultural markets of the Iceland volcanic eruption.
TradeTech’s weekly price benchmark for yellow cake has risen slightly to US$41.25/lb.
Chinese demand is growing but producers continue to explore for additional gas supplies, meaning not everyone in the Australian LNG market is likely to emerge as a winner.
A glance through the latest expert views and predictions about commodities, with brokers seeing reasons to remain positive on nickel and gold but not aluminum.
A global gas glut is hanging over pending investment decisions on Aussie LNG projects. Something has to give.