Daily FNArena News - Commodities

The outlook for energy, industrial metals and bulk commodities; platinum and Volkswagen; China’s grain imports.

As three utilities continue to consider term delivery offers, the uranium market remains devoid of any price-setting indicators.

Iron ore prices have stabilised and even rallied a little. Is it time to become more bullish? Several brokers assess the prospects.

As utilities continue to consider tenders for term supply contracts, the spot market has slowed ahead of pricing indicators being revealed.

Miner strategies; coking coal’s future; manganese surplus; Goldman Sachs more constructive on Oz steel; strong growth likely in aluminium scrap.

Despite its economic slowdown, China is speeding up nuclear energy development.

Picking well funded explorers; oil price strain apparent; reviewing iron ore break-even prices; zinc deficit continues; gold doldrums.

To reflect current market conditions, TradeTech last week increased its spot and mid-term weekly price indicators while reducing its long-term indicator.

The spot uranium price continues to tick higher as a reflection of an increasing number of utilities seeking term supply contracts.

GavekalDragonomics’ Anatole Kaletsky explains why cheap oil is the best contrarian indicator around.