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: Just Okay
Jul 23 2013
The US earnings season is proving reasonable if not uninspiring to date, leaving the indices to hover at their highs. Dow up 1. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Jul 22 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: It’s All Good
Jul 19 2013
Bernanke has set the world straight, US earnings are reasonable, and US data are solid. Almost a too perfect world. Dow up 78. (Accessible only for subscribers before 10:15 AEST)
Iluka Shines On Zircon Recovery
Jul 18 2013
Iluka made inroads into inventories to satisfy growing zircon demand in the June quarter. Brokers ponder how the rebound is shaping up.
Supply Crunch At Hand For Copper?
Jul 18 2013
Jonathan Barratt of Barratt’s Bulletin suggests inventory movements are pointing to a short term supply crunch, and thus bullishness, for copper.
The Overnight Report: Bernanke Says The Same Thing, Again
Jul 18 2013
Wall Street seems finally woken up to the fact the Fed chairman has been playing the same tune for months. Dow up 18. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Commodity Price Forecasts Lowered
Jul 17 2013
Analysts have reduced commodity price forecasts over the next few years – across the board.
The Overnight Report: Waiting For Ben
Jul 17 2013
All went a bit quiet last night as the world awaits the Fed chairman’s testimony to Congress, beginning tonight. Dow down 32. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Steady As She Goes
Jul 16 2013
A benign Chinese GDP, more solid earnings results and mixed economic data were enough to see Wall Street graft further ahead. Dow up 19. (Accessible only for subscribers before 10:15 AEST)
Expectations For Resource Sector Production Reports
Jul 15 2013
Brokers preview the upcoming June quarter production reports from the resources sector.
