Canadian industrial stocks may advance, led by Bombardier Inc., after the biggest train maker got an order from the Dutch railway service, and an English regulator said that its Metronet rail venture should be reimbursed as much as 1.1 billion pounds ($2.2 billion).

Uranium miners and explorers may advance after RBC Dominion Securities Inc. raised its forecasts for demand and supply of the nuclear fuel. Cameco Corp., the biggest uranium miner, may gain.

A report showing that Canadian retail sales fell unexpectedly in July may weigh on the broader market.

The Standard & Poor’s/TSX Composite Index fell 101.35, or 0.7 percent, to 13,838.43 yesterday in Toronto. The benchmark has declined 0.1 percent since Sept. 14, headed for a second losing week in three.

Bombardier may gain 4 cents to C$5.79, based on bids already submitted on the Toronto Stock Exchange.

Siemens AG and Bombardier said their Sprinter venture received an order worth about 399 million euros ($561 million) from the Dutch railway service for the delivery of trains.

Siemens, based in Munich, will receive about 237 million euros from the order, while Bombardier will get 162 million euros, Montreal-based Bombardier said in a statement on the Hugin newswire today.

Metronet Rail, the London Underground contractor that collapsed in July became insolvent after banks froze its access to loans and it ran up the extra costs upgrading the 144-year-old railway. The preliminary figure of 1.1 billion pounds, which is about half of what Metronet had been seeking, is contained in a report published today by Chris Bolt, the arbiter of the 30-year contract that Metronet has with the city-owned London Underground.

Rail Stocks

Railroad stocks, part of the industrial group, may rise. Canadian Pacific Railway Ltd., the country’s second-largest railroad, may climb C$1.06 to C$70.49, bids indicated.

Cameco may rise C$2.29 to C$45.69, according to bids. Uranium Once Inc., the Toronto-based uranium explorer that’s developing South Africa’s biggest deposit of the metal, may gain 17 cents t C$12.32, bids showed.

Uranium demand will expand by an average of 3.8 percent a year in the next 25 years, from a previous forecast of 2.2 percent, RBC said in a report late yesterday. Supply will expand by 10 percent a year through 2013, from a previous estimate of 3.2 percent. The broker cited plans to build more nuclear plants and expectations that mining companies will produce more of the metal as prices strengthen.

Canadian retail sales declined 0.8 percent to C$34.3 billion ($34.2 billion) for the second straight drop, Statistics Canada said today in Ottawa. Economists in a Bloomberg News survey forecast sales would stall, based on the median of 21 responses.

Currency Slips

The report dragged down Canada’s dollar from the highest in almost 31 years. The Canadian currency traded equal to its U.S counterpart yesterday for the first time since November 1976, trading above $1 on surging prices of commodity exports.

Gold and silver rose as the U.S. dollar headed for its third straight weekly loss against the euro, boosting the appeal of the precious metals as alternative investments. Copper also gained.

Oil fell in New York after touching a record high yesterday, on speculation that turmoil in the U.S. credit markets will slow economic growth and demand for oil in the world’s biggest energy consumer.

U.S. Stock Futures

U.S. stock futures increased after earnings from Oracle Corp. and Nike Inc. topped analysts’ estimates, reigniting a rally spurred by the Federal Reserve’s interest rate cut this week. S&P 500 Index futures expiring in December added 10.50 to 1,542.30 at 9:16 a.m. in New York. Dow Jones Industrial Average futures advanced 85 to 13,940 and Nasdaq 100 Index futures climbed 13.75 to 2,071.50

The following shares may have unusual price changes. This preview includes news that broke after markets closed yesterday.

Agnico-Eagle Mines Ltd. (AEM CN): The owner of Canada’s biggest gold deposit was cut to “neutral” from “buy” at Merrill Lynch & Co. The shares gained C$1.23, or 2.5 percent, to C$51.34.

Campbell Resources Inc. (CCH CN): The miner signed a memorandum of understanding to sell its Joe Mann Mine in Quebec to Gold Bullion Development Corp. (GBB CN). Campbell was unchanged at 14 Canadian cents a share and Gold Bullion added 3 cents to 16 cents a share.

Emera Inc. (EMA CN): The Nova Scotia utility holding company said its Brunswick Pipeline project may proceed after the Federal Court of Appeal dismissed an application by the Friends of Rockwood Park to prevent the pipeline’s construction, according to a statement distributed by Canada Newswire. The company said it is “pleased with the outcome,” according to the statement. Emera shares added 12 cents, or 0.6 percent, to C$20.31.

Lululemon Athletica Inc. (LLL CN): The yoga-clothing retailer was among stocks recommended by CNBC host Jim Cramer on his “Mad Money” television show yesterday. The company is appealing beyond its base of yoga enthusiasts, to women generally, and plans to open hundreds of new stores, he said. The shares rose 27 cents, or 0.7 percent, to C$39.89.

TransCanada Corp. (TRP CN): The National Energy Board approved the C$664 million TransCanada Keystone Pipeline Project, which will transport 435,000 barrels of oil each day. TransCanada, owner of Canada’s largest pipeline system, fell 25 cents, or 0.7 percent, to C$35.99.

To contact the reporter on this story: John Kipphoff in Toronto at jkipphoff@bloomberg.net .