Daily FNArena News - Commodities

Substantially leveraged resource stocks, subdued copper pricing, iron ore producer costs, nickel improvement and coking coal price downgrade.

Investors are being told not to panic about the recent sharp downward spiral in the iron ore price.

The spot uranium price continues to slip and while analysts still see a future recovery, timescale assumptions are extending.

Platinum potential, gold demand and 2014 commodity preferences in the face of plateauing Chinese demand.

Japan’s new longer term nuclear policy proposal has done little to stir up demand in the short term market.

There’s a new risk hovering over the iron ore price profile but analysts are not too worried at this stage.

Brokers consider the impact of Indonesia’s ban on the nickel price. Credit Suisse considers which of the big two Oz miners will return capital while Merrills looks at Oz gold stocks likely to raise capital.

The first restart date for a Japanese reactor post-Fukushima is quietly moving closer while the spot uranium market continues to track sideways.

Spot uranium activity remains lacklustre but developments in Japan may suggest some light at the end of the tunnel.

Paladin’s announced shutdown of its Kayelekera project will remove supply and has thus sparked a higher uranium spot price.