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Growth In Chinese Exports Impacting Steel Markets
Nov 16 2006
Chinese steel exports to Europe are surging and pressuring prices, with industry consultant MEPS suggesting prices could fall further.
Spot Uranium Price Continues To Rise
Nov 13 2006
Industry feedback suggests market fundamentals remain in stark favour of further price rises for U3O8. Last week saw the spot price advance again.
Copper Producers Turn The Screws
Nov 13 2006
BHP has locked in lower TC/RC prices with Korean and Indian smelters, with no price participation, which may benchmark the level for Japan and China.
Higher Oil Prices Are Likely Again
Nov 13 2006
The IEA has painted what UBS describes as a “gloomy” energy future. The tone for oil prices is increasingly bullish.
Namibia On Track, Says Paladin
Nov 10 2006
Paladin management has dispelled concerns regarding its processing operation at Langer Heinrich. UBS gains confidence.
It’s A Record! Global Steel Output Continues To Grow
Nov 10 2006
Industry consultant MEPS has released its forecasts for global steel production this year, the group expecting the strongest year-on-year increase for more than three decades.
Uranium: It’s A Mid-Term Supply Crisis
Nov 07 2006
Citigroup analyst Alan Heap has yet to catch uranium-itis. Has anyone else noticed Paladin’s market cap is rapidly approaching ERA’s?
Steel Price Recovery Expected Next Year
Nov 07 2006
Industry consultant MEPS sees steel prices drifting lower in coming months before recovering in 2007, a view shared by a number of stockbrokers.
Uranium Spot Price Stabilises, For Now
Nov 06 2006
The uranium spot price hasn’t changed over the past week. Expectations are that further rises will occur over the next few weeks.
Coal Prices Appear To Be Heading Lower
Nov 03 2006
Growing supply is an issue in the coal sector, with brokers revising down price forecasts leading into the new contract negotiating period.
