What has changed between now and 2004, when the uranium price was last under US$20/lb?
Commodity demand rebound; crude challenges; thermal coal exports; blast furnace efficiencies; alumina price surge; nickel ore exports.
The second weekly drop in 2016 in excess of 10% has spot uranium trading at its lowest level since 2004.
The first jump in the uranium spot price since July proved fleeting. We’re back where we started.
Gold outlook for 2017; copper’s performance in 2016 and outlook for 2017; previews ahead of production reports from the energy sector.
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?
Mixed outlook for base metals; upside in gold expected; positive uranium fundamentals; quarterly production previews; coal settlements.
The spot uranium price actually moved up last week for the first time in over two months.
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.