Daily FNArena News - Commodities

Investor activity has pushed up the price of gold’s precious cousins, but the fundamentals are not exactly something to write home about.

Agriculture is where the long term value is amongst commodities. But you never know, it may still take a while before the catch up starts.

There is mounting concern that commodity prices driven by speculative momentum beyond fundamentals must soon see a pullback and increased volatility. National Australia Bank, amongst others, acknowledges speculation but reinforces fundamental upside.

Don’t look for a quick fix for the tight oil market, and don’t look at China either.

Ex-Soros celebrity Jim Rogers remains on the bullish side as far as gold, metals, and agriculture are concerned.

S&P has joined the queue of experts raising its gold price forecast.

Get ready for an intriguing story of a subdued metal price, exploration, the Chinese, the US military and Sons of Gwalia.

Global steel markets may be in for improving conditions again.

The demand for commodity index fund investment is still growing, but 2006 shows this growth beginning to slow.

Getting rid of supply bottlenecks should see coal prices trending lower.