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: You’ve Got It All Wrong, Say The Fedheads
Jun 28 2013
Fed regional presidents stepped in last night to explain to markets that there is no need to believe the Fed will start tapering anytime soon. Dow up 114. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Gold, Oil And The AUD
Jun 27 2013
Iron ore is expected to firm a little then soften, rising coal supply is pressuring prices, while the falling AUD is helping domestic miners across the board, although there is little good news for gold.
The Overnight Report: As You Were
Jun 27 2013
Last night’s downward revision to US GDP confirms bad news is still good news too. Dow up 149. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, AUD And The End Of De-Rating
Jun 26 2013
Soft term weakness in iron ore may lead to opportunities later in the year, while the lower AUD is helping Aussie miners and maybe the de-rating cycle has ended.
The Overnight Report: Is Good News Good News Now?
Jun 26 2013
Positive US data pushed Wall Street up last night despite monetary policy implications. Are things going back to “normal”? Dow up 100. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Is Beijing In Control?
Jun 25 2013
The world responded over the last 24 hours to a plunge in Chinese stocks but Fedspeak saved Wall Street from a much bigger fall. Dow down 139. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Aluminium And Consolidation
Jun 24 2013
Goldman Sachs sees iron ore pushing higher over the 2H, while Macquarie sees little upside for aluminium and UBS is predicting some supply side consolidation.
The Monday Report
Jun 24 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Sugar Deficiency
Jun 21 2013
Wall Street tumbled, commodities crashed and gold bade farewell as the world responded in earnest to Fed tapering, and problems in China. Dow down 353. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: One More Year!
Jun 20 2013
If the trend of US recovery continues, the Fed will start to taper later this year and cease QE mid-2014. Dow down 206. (Accessible only for subscribers before 10:15 AEST)
