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Previous Stories

Material Matters: LNG, Iron Ore, Coking Coal, Copper And Alumina

Jun 12 2015

Upside for LNG prices; iron ore rally unsustainable; curtailments continue in coking coal; copper processing costs slump; alumina in China.


Uranium Week: Consolidation

Jun 09 2015

The spot uranium price managed to tick higher last week despite little interest, while lower uranium prices are gradually leading to consolidation in the global uranium industry.


Material Matters: Copper, Gold, Oil And Bulks

Jun 04 2015

Copper finds support; lacklustre gold trends; opportunities for Cooper Basin players; demand for bulks subdued as Chinese consumption falls.


Uranium Week: Interest Sagging

Jun 02 2015

There was a lot of news but little trading interest in the uranium market last week as both buyers and sellers backed off.


Material Matters: Titanium Dioxide, Base Metals, Precious Metals And Coal

May 26 2015

Titanium dioxide outlook; LME zinc inflows surge; bearish copper sentiment; poor nickel demand, gold equities; weak platinum pricing; thermal coal unlikely to improve soon.


Uranium Week: Japan’s Ups And Downs

May 26 2015

The Japanese government’s hopes for a return to nuclear power production were dealt a blow last week due to an adverse court ruling.


Material Matters: Iron Ore, Agriculture, Molybdenum, Cobalt, Zinc And Lead

May 21 2015

Has iron ore peaked?; bearish agricultural prices; supply overhang in molybdenum; plentiful cobalt; zinc & lead price correction has further to run.


Uranium Week: Rebound Fades

May 20 2015

The spot uranium price last week failed to kick on with a rebound after April’s sharp falls.


Material Matters: Copper, Iron Ore, Manganese And Steel

May 19 2015

Copper outlook strengthens; iron ore outlook weak; depressed manganese prices; a lack of pricing power for steel.


Material Matters: Copper, Tin, Oil And Iron Ore

May 13 2015

Citi hails Carrapateena and Frieda River projects; few signs of tin recovery; no tailwinds for crude; more supply rationing needed in iron ore.



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