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Material Matters: Oil & Gas, Silver, Zinc And Iron Ore

May 18 2016

Bid for AWE and near and longer term oil trends; silver outperforms; ample zinc stocks; and Macquarie upgrades near term outlook for iron ore.


Uranium Week: Activity Quietly Picks Up

May 17 2016

Buyers returned to the spot uranium market last week as term contract settlements moved forward.


Uranium Week: Activity Slows Once More

May 10 2016

Buyers and sellers in the uranium market have again reached a point of stand-off while awaiting the outcome of several term market tenders.


Uranium Week: Dust Settles

May 03 2016

After a wild April, buyers and sellers have again reached a stand-off in the uranium market.


Material Matters: Chinese Data, Iron Ore, Oil, Coking Coal And Nickel

Apr 28 2016

Large rebound in Chinese imports; break even lowered for iron ore producers; oil risks growing; coking coal finally rallies; supply reductions beginning for nickel.


Uranium Week: Production Cuts

Apr 27 2016

Weak uranium prices are beginning to take their toll on uranium producers.


Uranium Week: Price Drops Ten Percent

Apr 19 2016

An earthquake in Japan is not what the country’s nuclear energy industry needs to bolster confidence in hoped for restarts of more reactors.


Material Matters: Oil, Copper, Gold And Gold Stocks

Apr 12 2016

Crude inventories; the CESCO conference and the copper outlook; economic data and gold; the outlook for Australian gold stocks.


Uranium Week: Slight Recovery

Apr 12 2016

The first week of the new quarter brought a halt to frantic end of quarter selling, allowing the uranium spot price to recover slightly.


Material Matters: 2016 Outlook, Precious & Base Metals, Iron Ore And Steel

Apr 11 2016

Breakdown in mineral sands discipline; support for gold; copper vulnerable to downside; nickel still loss-makiing; Oz iron ore shipments decline; steel margins expand.



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