Daily FNArena News - Commodities

Jonathan Barratt of Barratt’s Bulletin contemplates whether ongoing ETF sales return us to past days of continuous gold sales.

With very little activity being registered in spot uranium, the spot price has remained unchanged all month.

Coal market still in oversupply, iron ore pricing looks firm, Australia’s steel market is cautiously optimistic and nickel prices may get much-needed support.

The uranium market is unfortunately in relative demand-supply balance, participants concluded at a conference. No change to weekly prices.

China’s seasons matter more these days to commodities, uranium remains under pressure and Macquarie thinks nickel prices have turned a corner.

Jonathan Barratt of Barratt’s Bulletin notes US inflation is waning again. The new Fed chair may yet provide more gold-positive stimulus.

Metals prices could be in a trading range, according to Citi. JP Morgan shuffles key base metal picks while Macquarie surveys investors at the LME summit.

September was a volatile month for commodities, particularly energy, and NAB analysts look at where prices may be heading.

Low level buying interest continues to emerge for spot uranium but it is the term market attracting the buyers.

Metal demand growth is synchronising and Indian thermal coal demand is on the rise. Brokers discuss their picks among Oz energy stocks and FX impact on Oz materials stocks.