Daily FNArena News - Commodities

A flight to the US dollar and some glimmer of hope in the Middle East conflict has spurred the latest round of gold profit-taking.

The uranium market in a lot of ways mirrors the metals markets – increasing demand and tardy supply. Brokers are becoming more convinced of a tight market for some time to come. How best to invest in such an environment?

While talk in gold circles has been focused on investment in recent times, it’s easy to forget that primary demand for gold comes in the form of jewellery. How do higher prices affect the jewellery market?

Supply tightness and high demand levels look set to support high zinc prices over the coming months, GFMS argues.

Macquarie’s latest update on resources and energy leaves the trend for higher price forecasts intact.

What correction? The nickel price has now shot well over its May highs. The Chinese might be about to curb production but stocks are very tight.

In the second half last year, the nickel price suffered a 35% pullback following a Chinese stainless steel production cut. Well, they’re at it again.

Renewed interest in coal-to-oil conversion is expected to help keep thermal coal markets tight over the next few years.

The oil price has reached virgin territory, but there’s more to it than a bit of old Cold War posturing.

Industry feedback suggests iron ore prices will climb further in the next few years, as supply is not expected to be able to catch up with rising demand.