Base Metals and Minerals
Lithium Rising As Electric Vehicles Take Hold
Sam Green of TradersCircle investigates the rapid global shift towards electric vehicles.
Feb 10 2017
A glance through the latest expert views and predictions about commodities. Macquarie cuts oil and LNG price outlook; Philippines throws another spanner in nickel works; China’s looming capacity reductions.
Feb 07 2017
Manganese Is Energy Critical
Ahead of the Herd’s Rick Mills makes the case for manganese.
Feb 01 2017
More copper and less gold production is expected from OZ Minerals in coming years and Carrapateena’s imminent feasibility study could be a catalyst for the stock.
Jan 31 2017
Previous Stories
Material Matters: Silver, Zinc And Coal
Jan 30 2017
A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.
Material Matters: Iron Ore, Oil And Tin
Jan 24 2017
A glance through the latest expert views and predictions about commodities. Iron ore optimism; oil market re-balancing; and a rally in tin.
Nickel Downside Risk
Jan 17 2017
Indonesia’s decision to overturn its nickel export ban may have dire consequences for the nickel price, although uncertainty reigns.
Independence Group: Focus Shifts To Nickel
Dec 19 2016
Independence Group has released an interim report from its Long Island study, which should de-risk the Tropicana project. The focus is expected to return to the upside potential at Nova.
Material Matters: Oil, Coal, Copper And Steel
Dec 15 2016
Oil outlook; copper demand; coking coal contracts; steel pricing.
Iluka Raises Rutile Profile, But Will It Pay?
Dec 14 2016
Mineral sands producer Iluka Resources has raised its profile in global rutile production. Brokers emphasise higher prices are required to make the acquisition pay.
The Wrap: Online, Wealth Mgmt, Automotive
Dec 09 2016
Weekly Broker Wrap: Outlook for domestic online media; Amazon in Australia; regulatory oversight of financial advisers; risks for automotive dealerships; booming electric vehicle sales.
Material Matters: Coal, Oil, Iron Ore and Metals
Dec 08 2016
Coking coal uncertainty; few bearish catalysts for oil; iron ore softens; Ord Minnett raises copper forecasts, lowers gold; tight primary supply of lead.
Material Matters: Outlook, Iron Ore, Steel And OPEC
Nov 28 2016
Outlook for metals; iron ore outlook becoming more constructive; steel demand; the upcoming OPEC meeting.
The Overnight Report: Holiday Spree
Nov 24 2016
A pre-holiday pullback would not have been a surprise, but Wall Street just kept pushing higher. Dow up 59. (Accessible only for subscribers before 10:15 AEST)
