Elevated coking coal prices; OPEC oil deal looking shaky; iron ore outlook; balance sheet metrics for global miners; nickel’s bullish outlook dented.
Market analysts at FXCM suggest gold may yet have further to fall.
Iron ore exports down in August; Deutsche Bank raises forecasts for bulks & base metals; gold outlook & US Fed; oil outlook & OPEC; BlueScope Steel.
The wet end to winter looks to be continuing, threatening to spoil bumper crops while contributing in small part to the surging coal price.
Last week saw the uranium spot price fall a further 8%, to mark a 14% fall in the month of September.
Oil supply outlook; Philippines mining audit developments; China’s policies on coal.
Morgan Stanley upgrades forecasts for bulk prices; surging coking coal; copper outlook brightens; time to engage with gold stocks.
Spot uranium demand from utilities has picked up of late but sellers are the more urgent party, leading to further price falls.
Pricing outlook for mining commodities; demand increases for bulks; positive trends for Oz coal and iron ore miners; Ord Minnett’s gold picks.
Sellers stepped up the pace last week, sending the spot uranium price down yet again.