Agriculture

The global potash market is today in disarray following the break-up of the global cartel. Brokers assess the future for BHP’s tier one Jansen potash project.

Analysts ponder the outlook for metal prices in the September quarter with a closer look at palladium and zinc and there’s upside for Indonesian wheat imports.

Danske Bank sees commodity prices improving this quarter, but believes it will be a long time before they can catch back up with equities.

Jonathan Barratt of Barratt’s Bulletin believes a low is now in place in cotton and the argument for strong upside is well supported.

Bulks are not expected to endure the wild rides of 2012 while there’s some potential surprises in copper and aluminium. And then there’s sugar.

Investment U’s Carl Delfeld explains why timber should be on commodities’ investors radar.

China may be increasing incentives for fertiliser exports but Incitec Pivot has more in its arsenal than just fertiliser.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. ANZ suggests China’s improvement should be enough to offset fiscal cliff fears to provide a choppy but positive end to 2012 for commodity prices.

A wrap of the day’s activity on the Australian stock market.

A glance through the latest expert views and predictions about commodities with the outlook for industrial commodities and the fertiliser market updated and NAB revising forecasts for metals and oil.