Daily FNArena News - Commodities

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.

European central banks’ gold pact; Citi bullish on nickel; large diversified miners to outperform; bear and bull cases for iron ore; and iron ore links to the Australian dollar.

A pause in the relentless slide in the spot uranium price has proven merely a one week affair, as further excess US government inventories are set to be offloaded onto the market.

Nickel pricing strength is growing, bulks are feeling the supply glut and gold is holding a range.

Thermal coal will remain under pressure; merger and acquisition deals and speculation heat up Australia’s resources sector; Mt Gibson Iron evaluated.

Time to become overweight in miners? Do commodity prices matter more than volume to Australia’s economy? Gold remains subdued while nickel adjusts to Indonesian bans.