Daily FNArena News - Commodities

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.

Johnson Matthey’s annual report on the platinum group metals (PGMs), of which platinum and palladium are the particular focus, was one of the most anticipated in years.

CVRD has taken the lead again in the annual iron ore price negotiations and analysts in Australia seem pleased with the result. Don’t expect any fireworks regarding share prices of BHP and RIO however.

Apparent steel demand is pushing up prices faster than expected in Europe. Are we talking bubble?

We, and everyone else, have been saying it for long enough, and while there may be further downside it’s clear there are buyers lined up for metals as they correct somewhat. But what about agriculture?

While negotiations between the world’s largest producers of iron ore and Chinese steel manufacturers have not led to an agreement yet, CVRD has signed off on a 19% price increase with major European customer Thyssen Krupp.