Daily FNArena News - Commodities

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.

Copper supply; weakness in bulks; steel market doldrums; downward pressure on LNG; headwinds abating for wheat; cotton overvalued.

Uranium prices traded a little higher last week but the market is now closely watching to see whether fresh sanctions against Russia might impact on uranium trading.

Coal outlook still subdued; zinc more bullish; copper supply tightens; Metro Mining advances on bauxite.