Daily FNArena News - Commodities

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.

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.