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
The Overnight Report: Struggling At The Top
Aug 07 2013
Wall Street fell back on more taper-talk and a downgrade to Dow giant IBM as the summertime blues continue. Dow down 93. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Summertime Blues
Aug 06 2013
The lightest volume on Wall Street this year led to a slight pullback on hawkish Fedspeak. Dow down 46. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Aug 05 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The World Recovers, Almost
Aug 02 2013
Expansionary manufacturing data from across the globe (except guess where) suggests a world in recovery. Dow up 128. (Accessible only for subscribers before 10:15 AEST)
Does Potash Have A Future At BHP?
Aug 01 2013
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.
Chinese Demand Crucial For Copper
Aug 01 2013
Jonathan Barratt of Barratt’s Bulletin suggests the Chinese PMI and Beijing’s moves to cut capacity leave copper vulnerable.
The Overnight Report: Fed Remains On Message
Aug 01 2013
No mention of tapering, modest US growth and deflation concerns offered just about the right mix to assure no great response. Dow down 21. (Accessible only for subscribers before 10:15 AEST)
The (New) Outlook For Rare Earth Metals (Updated With Molycorp Response)
Jul 31 2013
In the space of a couple of years, the global rare earth picture has changed substantially. The future balance of supply and demand is a complex and difficult equation to solve, which has ramifications for Australia’s Lynas Corp.
Anticipating The Inflection Point For Commodities
Jul 31 2013
By Rudi Filapek-Vandyck, Editor FNArena Share market indices are back above 5000, and hanging around at levels above what used…
The Overnight Report: The Waiting Game
Jul 31 2013
Wall Street again closed flat ahead of tonight’s Fed statement and GDP, while metals tumbled on nervousness ahead of the Chinese PMI. (Accessible only for subscribers before 10:15 AEST)
