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Previous Stories

Material Matters: Crude, Coal, Iron Ore, Alumina And Nickel

Oct 25 2016

Commodity demand rebound; crude challenges; thermal coal exports; blast furnace efficiencies; alumina price surge; nickel ore exports.


Uranium Week: Twelve-Year Low

Oct 25 2016

The second weekly drop in 2016 in excess of 10% has spot uranium trading at its lowest level since 2004.


Uranium Week: Fleeting Hope

Oct 18 2016

The first jump in the uranium spot price since July proved fleeting. We’re back where we started.


Material Matters: Gold, Copper and Energy

Oct 17 2016

Gold outlook for 2017; copper’s performance in 2016 and outlook for 2017; previews ahead of production reports from the energy sector.


Sobering Outlook For Oil

Oct 14 2016

A lower-for-longer oil price is playing out amidst intense competition among exporters to regions with growth. How do Australian energy stocks fare in this world?


Material Matters: Base Metals, Gold, Uranium And Coal

Oct 13 2016

Mixed outlook for base metals; upside in gold expected; positive uranium fundamentals; quarterly production previews; coal settlements.


Uranium Week: First Price Rise Since July

Oct 11 2016

The spot uranium price actually moved up last week for the first time in over two months.


Material Matters: Coking Coal, Energy, Iron Ore, Global Miners And Nickel

Oct 10 2016

Elevated coking coal prices; OPEC oil deal looking shaky; iron ore outlook; balance sheet metrics for global miners; nickel’s bullish outlook dented.


Gold Prices Plummet: Downside Risk Remains On Hawkish Fed

Oct 10 2016

Market analysts at FXCM suggest gold may yet have further to fall.


Material Matters: Iron Ore, Bulks, Gold, Oil And Steel

Oct 06 2016

Iron ore exports down in August; Deutsche Bank raises forecasts for bulks & base metals; gold outlook & US Fed; oil outlook & OPEC; BlueScope Steel.



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