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: Coal, Iron Ore And Copper
Jul 30 2013
Opportunities in thermal ooal plays are closing, two steel inventory themes play out for iron ore and the copper surplus is seen as increasing.
The Overnight Report: Thin On The Ground
Jul 30 2013
Australia and the US are in waiting mode for earnings and data and policy decisions, leading to low volumes and a lack of definitive moves. Dow down 36. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Jul 29 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Price Forecasts, Base Metals And Chinese Trade Data
Jul 26 2013
Goldman takes a look at metal price forecasts, while JP Morgan makes the case for improvement in refined zinc and Macquarie makes observations on the latest Chinese trade data.
The Overnight Report: Revenue Growth Elusive
Jul 26 2013
US earnings might be beating net estimates, but falling revenues are holding Wall Street back. Dow up 13. (Accessible only for subscribers before 10:15 AEST)
Upheaval In Metal Markets; Prices At Risk
Jul 25 2013
The LME’s push to change its warehousing rules, coupled with the Fed’s rethink on US bank commodity trading, suggests the potential for significant base metal price falls.
The Overnight Report: Still Struggling
Jul 25 2013
More mixed earnings results, weak US bond demand and strong economic data provided a cocktail of uncertainty last night as Wall Street again failed to push higher. Dow down 25. (Accessible only for subscribers before 10:15 AEST)
Western Areas Holds Up Well
Jul 24 2013
Western Areas has impressed brokers by staying above the line despite a depressed nickel price.
The Overnight Report: Struggling At The Highs
Jul 24 2013
Wall Street is starting to look tired as earnings and data continue to offer mixed signals. Dow up 22. (Accessible only for subscribers before 10:15 AEST)
Commodities: The Recovery Continues
Jul 23 2013
Forex.com’s Kathleen Brooks observes a bounce in commodities and explains the importance of it all.
