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Material Matters: Coal, Oil, Iron Ore and Metals
Dec 08 2016
Coking coal uncertainty; few bearish catalysts for oil; iron ore softens; Ord Minnett raises copper forecasts, lowers gold; tight primary supply of lead.
Uranium Week: Still Falling
Dec 06 2016
Supportive news on both the demand and sell sides has not prevented the uranium spot price falling further still.
Material Matters: Outlook, Iron Ore, Steel And OPEC
Nov 28 2016
Outlook for metals; iron ore outlook becoming more constructive; steel demand; the upcoming OPEC meeting.
Material Matters: Strategy, Gold And Gold Miners
Nov 22 2016
Expectations for the metals market and the impact of Donald Trump’s election on gold and gold stocks.
Material Matters: US Energy, Coal, Chrome, Steel And Oz Miners
Nov 17 2016
Trump and US energy; coking coal’s price surge; improved outlook for alumina, chrome and steel; positive trends for Oz miners.
Material Matters: Miners, Copper And Iron Ore
Nov 15 2016
Conditions favouring bulk miners; copper’s price surge; iron ore outlook.
Material Matters: Supply, Oz Miners, Aluminium, Coal And Mineral Sands
Nov 10 2016
Outlook for metals; downside risks diminish for Oz miners; oversupply in aluminium; thermal coal set to weaken; strengthening in pigment markets.
Uranium Week: Catching The Knife
Nov 08 2016
Uranium prices are continuing to fall unabated, provoking interest from speculators.
Crude Oil: Record Inventory Boost Breaks Support
Nov 03 2016
Market analysts at FXCM suggests the risk is for a further fall in the oil price following last night’s surprise US inventory data.
Material Matters: China And The Outlook For Steel Inputs
Nov 03 2016
Outlook for Chinese demand for metals and steel inputs; Factors in coal price rise; what is underpinning iron ore prices?
Analyse The Market From A Different Angle
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