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.
The newfound interest in commodity investment through commodity index funds has been a key factor in higher prices, but returns run into difficulty when contracts are rolled forward.
Thermal coal prices should have been settled by now, but utilities are holding out for a better deal.
For those concerned about the commodities boom the message from both National Australia Bank and Macquarie is relax, prices should…
ANZ believes most of us could do with a little bit of extra education on uranium. Who are we to disagree?
Barclays Capital suggests it’s not hard to see why copper has breached new highs given industrial demand and supply. Gold is more speculative, which makes it dangerous.
Over a 30-year analysis, the gold price has a tendency to dip around March/April, stay quiet in the northern summer, and then take off again around August/September. Given what’s happening now, will the trend hold up in 2006?