Mid-term outlook for uranium still strong

The mid-term outlook for the uranium sector has again been reinforced, with research firm Resource Capital Research (RCR) reporting that the emergence of strong strategic investor support and acquisition activity in the uranium sector prove that...

Uranium spot prices to fall, says RCR

The uranium spot price was expected to decline over the next three to six months, however, the long-term outlook for yellowcake remained positive, equity research firm Resource Capital Research (RCR) said on Tuesday. “The sector has continued...

Manganese export channel, uranium market outlook, mine nationalisation view

Transnet Freight Rail’s (TFR’s) newly reinstated CEO Siyabonga Gama wants manganese exported from Coega; the long-term outlook for uranium is seen as sound; and a political analyst says that South Africa’s centre should begin to assert...

RCR sees gold peaking this year but is cautious on longer-term outlook

The price for gold was expected to peak in the second half of 2011, before weakening in 2012, equity research firm Resource Capital Research (RCR) said on Friday. “To predict the medium-term direction of the gold price, there are two main...

Long-term uranium market outlook sound, says RCR

The long-term outlook for the uranium market remained sound, despite the events surrounding the Fukushima nuclear fallout in Japan, said equity research firm Resource Capital Research (RCR) on Thursday. “The key lesson from Japan’s nuclear...

Third-quarter iron-ore contract prices likely to be lower – RCR

Contract prices for iron-ore would likely be lower in the September quarter than in the second quarter of the year, at around $162/t free-on-board (FOB), Australian equity research firm Resource Capital Research (RCR) said on Thursday. Quarterly...

Gold could continue to set records this year, but no major gains – RCR

The price of gold is expected to reach fresh peaks in 2011, but would likely weaken next year, Australia-based commodity research firm Resource Capital Research (RCR) said on Tuesday. “The gold price has continued to breach all-time highs...

Uranium spot back at December price, heightened volatility expected

The uranium spot market is likely to experience increased volatility, despite the partial recovery of the spot price after its plummet in mid-March on news of the damage at the Fukushima nuclear plant, in Japan. The spot price, which fell to...

Rare and minor earths shares gain in line with higher metal prices

Rare and minor metals (RMM) equities had made considerable share price gains in the past 12 months, parallel with the metal prices, equity research firm Resource Capital Research (RCR) reported on Friday. Sydney-based RCR, which focuses on small...

Uranium spot price could rise in Q1, as utilities return to the market

The spot price for uranium is expected to consolidate at the current level of around $60/lb, but prices could increase as utilities come back into the market at the start of the new year. The current uranium spot price is 25% higher than the...

Copper market expected to move into deficit in 2011

The copper market is forecast to move from a small surplus in 2010, to a deficit of around 400 000 t by 2011, Australian equity research firm Resource Capital Research (RCR) reported on Monday. The demand reflected a continuing surge in Chinese...

Global uranium supply seen increasing in H2

Global uranium supply is expected to increase in the second half of 2010, supported by strong production coming from Kazakhstan and the Ranger and Olympic Dam mines, in Australia. The continued ramp-up of Paladin Energy’s Kayelekera project, in...