Daily FNArena News - Commodities

To date global energy markets have priced in only a small premium for the situation in Iraq but longer term ramifications may have a significant impact.

Hopes of a floor being confirmed in the uranium spot price abated last week with another price fall.

Producers versus developers on ASX; Goldman’s key small ASX resources stocks; silver versus gold; Rio Tinto’s upside surprise potential; and more declines forecast for iron ore.

A slight uptick in the spot uranium price last week after a month of sideways drift may offer some hope for the industry.

Citi believes value can still be found in miners; Oz iron ore miners face higher break-even prices; natural gas and gold outlooks and risk in nickel.

Analysts argue their views on whether the gold price will go up in the medium term, or down.

The spot uranium price was unchanged last week but down 30% over twelve months with immediate demand remaining subdued.

How will China’s iron ore inventory be reduced? What price is required for iron ore equities to break even? El Nino’s impact on Oz agricultural stocks. Zircon outlook is improving.

Key factors for mining investment, ongoing opportunities in Australia’s mining sector and the case for being overweight mining stocks.

A Japanese court has at the very least held up the restart of the country’s nuclear reactors, on which the global uranium market hinges.