Daily FNArena News - Commodities

Gold production in both Australia and South Africa has fallen, but new project development has not been the case in South Africa.

Following the popularity of exchange traded funds on gold, silver and oil, the London Stock Exchange is listing no less than 29 new funds on everything from aluminium to wheat.

Deutsche Bank is the latest global analyst to turn its attention to uranium, and it sees demand overshooting supply for some time yet.

September is jewellery month, and traders are expecting a return to traditional demand coming out of India and China.

Propsed capacity expansions in the US steel market lead industry consultant MEPS to caution there is a chance of the market moving into an oversupply position.

Large liquidations in futures longs have exacerbated oil’s fall, but one hurricane does not a season make. And is it all over in Iran?

A US survey shows economists expect the oil price to rise over the next year, while alternative energy sources should continue gaining acceptance.

Copper consumption is falling in China, Chinese aluminium production is surging, and the US steel market is weakening. Short term?

National Australia Bank’s monthly oil update suggests recent market tightness is likely to be an ongoing issue as supply upside is far from certain and demand is set to continue growing.

Someone has been selling at lot of gold at each price fix recently, but the figures just don’t add up. Will it continue?