JP Morgan suggests near-term strength in the uranium price will eventually give way to oversupply-driven weakness.
Do the prices of oil and gold always move inversely to moves in the US dollar? Kathleen Brooks of FOREX.com conducts some analysis.
Market analysts at FXCM note gold has broken up from its descending trendline.
Opportunities in iron ore & oil; India lifts iron ore suspension; Chinese demand remains key; lead rallies; and spotlight on manganese.
The spot uranium price ticked up further in a week in which excess US government inventory and uneconomical Japanese reactors were the talking points.
Concerns over Chinese demand post New Year; energy stock picks; gold mine divestment; oil inflows; China’s aluminium demand lifts but its alumina supply slows.
On the fourth anniversary of Fukushima, the uranium price remains 42% lower than its pre-earthquake level.
Chinese thermal coal imports to fall; Whitehaven Coal secures refinancing; iron ore surpluses continue; and Canaccord Genuity reviews Sino Gas & Energy.
Awaiting potash contracts; iron ore pain continues; copper expansion grows in importance; gold weakness ahead; and aluminium more balanced.
Buying interest improved in the spot uranium market last week, although buying remains discretionary and not desperate.