Daily FNArena News - Commodities

While Rio Tinto and CVRD continue signing 19% price increase agreements with their customers, Chinese steel mills continue to resist the proposed price increases

Citigroup commodity specialists see further support for their buoyant spot copper price forecasts in the sharp fall in treatment and refinery charges.

Increasing inflation is creating headwinds for commodities, but the longer term story remains intact, experts say.

Japanese agreement to a 19% iron ore fines price rise leaves China in a pickle.

It would seem like the Chinese are receiving a lesson in Western style contract negotiations from Brazil’s CVRD.

Nothing to get worried about, Commonwealth Bank suggests, gold will still hit US$825 next year.

Stephen Koukoulas has taken a what if approach regarding the commodities shake out. What if this is more than just a simple correction?

It’s not just about insufficient capacity investment, it’s about producers going for lower grades.

Is the correction we had to have over for gold? Expert views are divided.

Is Chinese oil demand only growing at a turtle’s pace? Barclays Capital begs to differ. And the result could be an "extreme" price reaction.