A glance through the latest expert views and predictions about commodities. Iron ore optimism; oil market re-balancing; and a rally in tin.
Indonesia’s decision to overturn its nickel export ban may have dire consequences for the nickel price, although uncertainty reigns.
Oil outlook; copper demand; coking coal contracts; steel pricing.
Coking coal uncertainty; few bearish catalysts for oil; iron ore softens; Ord Minnett raises copper forecasts, lowers gold; tight primary supply of lead.
Supportive news on both the demand and sell sides has not prevented the uranium spot price falling further still.
Outlook for metals; iron ore outlook becoming more constructive; steel demand; the upcoming OPEC meeting.
Expectations for the metals market and the impact of Donald Trump’s election on gold and gold stocks.
Trump and US energy; coking coal’s price surge; improved outlook for alumina, chrome and steel; positive trends for Oz miners.
Conditions favouring bulk miners; copper’s price surge; iron ore outlook.
Outlook for metals; downside risks diminish for Oz miners; oversupply in aluminium; thermal coal set to weaken; strengthening in pigment markets.