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Uranium futures in the US were at $77 per pound in October, the lowest in one month, as a quieter period in physical markets drove sellers to reduce their asking prices. Futures had rallied to a 15-month high this month after Sprott purchased 2.3 million pounds of U3O8 in the end of September, while UK's Yellow Cake raised $125 million for uranium purchases. Buying by physical holding funds commonly trigger rallies in benchmark prices due to the thinness of uranium markets. In the meantime, the focus on energy security and de-carbonization goals drove the World Nuclear Association to forecast that uranium demand for nuclear power is due to rise by 28% by 2030. On the supply front, Canada's Cameco cut its annual production guidance due to expansion delays in its McArthur mine in Saskatchewan, forecasting a 19% drop in mined output from the key source. Also, the world's top producer Kazatomprom cut its output by 10% next year.

Uranium Drops to 1-Month Low

Tin futures were at $35,300 per tonne, pulling back from the six-month high of $37,500 touched on October 3rd as the downside risks to demand momentarily offset supply concerns that have supported tin futures since April. Retail sales and housing prices in China surprised to the downside in September to stress the fragility in demand for real estate and goods in the world's top tin consumer. Still, tight supply prevented a sharper pullback. Activity in Myanmar's key Man Maw mine remained halted since being closed for a resource audit, limiting hopes that authorities were eager to restart production. This was consistent with bottlenecks linked to the region's rainy season, magnified by the destruction of infrastructure following the country's aggressive earthquake. The main alternatives were also pressured after Indonesian President Subianto ordered the closure of 1,000 illegal tin mines in Sumatra, lowering the output from the world's second largest supplier.

Tin Pulls Back from 6-Month High

European stocks closed slightly higher on Tuesday, extending fresh records with further support from the defense sector, aerospace companies, and luxury brands. The Eurozone's STOXX 50 advanced 0.2% to 5,691 and the pan-European STOXX 600 advanced 0.3% to 574. Hermes jumped 1.5%, extending its recent strong momentum to an 11% jump in the last 5 sessions amid expectations of improved margins for luxury brands. Also, Ferrari and LVMH added more than 0.7%. In the meantime, Airbus and Safran advanced close to 2% each, tracking gains across the aviation sector worldwide as GE Aerospace posted strong results for the third quarter. Also, Stellantis rallied close to 5% on strong sales in September. On the other hand, Novo Nordisk dropped more than 1% as its Chairman Lund announced he will step down from the board amid internal disputes. L'Oreal inched higher ahead of its results after the bell.

European Stocks Inch Higher to New Record

In Milan,  the FTSE MIB Index rose 256 points or 0.60 percent on Tuesday. Leading the gains are Stellantis N.V. (4.95%), Bper Banca (4.50%) and Amplifon (3.00%). Top losers were Recordati (-1.31%), Banco BPM SPA (-0.85%) and Telecom Italia (-0.78%).

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