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Previous Stories

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.


Rain May Threaten Harvests But Supports Coal Prices

Oct 05 2016

The wet end to winter looks to be continuing, threatening to spoil bumper crops while contributing in small part to the surging coal price.


Uranium Week: From Bad To Worse

Oct 04 2016

Last week saw the uranium spot price fall a further 8%, to mark a 14% fall in the month of September.


Material Matters: Oil, Nickel And Coal

Sep 29 2016

Oil supply outlook; Philippines mining audit developments; China’s policies on coal.


Material Matters: Bulks Forecasts, Coal, Copper, And Gold Stocks

Sep 28 2016

Morgan Stanley upgrades forecasts for bulk prices; surging coking coal; copper outlook brightens; time to engage with gold stocks.


Uranium Week: Buyers Having No Impact

Sep 27 2016

Spot uranium demand from utilities has picked up of late but sellers are the more urgent party, leading to further price falls.


Material Matters: Outlook, Bulks, Oz Miners, And Gold

Sep 22 2016

Pricing outlook for mining commodities; demand increases for bulks; positive trends for Oz coal and iron ore miners; Ord Minnett’s gold picks.


Uranium Week: Desperation

Sep 20 2016

Sellers stepped up the pace last week, sending the spot uranium price down yet again.



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