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Previous Stories

Material Matters: Infra Issues To Support Coal, Plus Technical Levels For Metals

Apr 30 2010

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.


US Market Dislocation Not Helping Oil Sentiment

Apr 29 2010

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.


Material Matters: Oz Tax Review And A Short Term Correction

Apr 28 2010

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.


Material Matters: Base Metal Positives And Iron Ore Questions

Apr 27 2010

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.


Increased Demand For Uranium

Apr 27 2010

Industry consultant TradeTech has registered a noticeable uptick in buyers’ appetite for spot uranium.


Material Matters: Volcanos And Agriculture, And Chinese Cars

Apr 23 2010

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.


Spot Uranium At US$41.25

Apr 21 2010

TradeTech’s weekly price benchmark for yellow cake has risen slightly to US$41.25/lb.


Not Everyone’s A Winner In LNG Markets

Apr 21 2010

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.


Material Matters: Support For Gold And Nickel, Aluminium Fundamentals Remain Poor

Apr 20 2010

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.


Natural Gas Glut A Problem For LNG Projects

Apr 19 2010

A global gas glut is hanging over pending investment decisions on Aussie LNG projects. Something has to give.



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