Daily FNArena News - Commodities

Brokers take a look at what will matter when picking mining stocks in the months ahead.

The US long weekend and the upcoming annual industry conference meant for a quieter but more stable spot uranium market last week.

The future of thermal coal. Mineral sands and commodity price weakness – when will it turn?

Jonathan Barratt of Barratt’s Bulletin suggests the only reason oil is not much lower is the geopolitical premium.

Pressure on oil and gold with upturn in Middle East conflict? Gold sentiment remains weak while base metals finds some support.

The uranium spot price fell further last week as a timing mismatch between supply and demand continues to play out.

Jonathan Barratt of Barratt’s Bulletin believes findamentals are supportive of a stronger technical outlook for gold.

Commodity investors remain bearish, particularly on nickel, but there are signs some prices could edge higher. Meanwhile, cost pressures are seen easing for the big energy stocks.

Indonesian ore export quotas change, European metals demand forms a base while gold, iron ore prices may be stabilising.

The fallout from a withdrawn buy order has dissipated leaving spot uranium steady with no net change to prices last week.