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: Global Capex, Iron Ore, Steel
Jun 19 2013
A review of the global outlook for global mining capex, prospect for domestic iron ore play, the US scrap market and a post mining boom outlook.
The Overnight Report: Expecting Good Things
Jun 19 2013
Wall Street has decided Ben Bernanke will do the right thing tonight, whatever that is. Dow up 138. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Now The Journalists Are In Charge
Jun 18 2013
Another rally on Wall Street was interrupted last night by a misinterpreted FT article as the great taper debate stumbles tediously on. Dow up 109. (Accessible only for subscribers before 10:15 AEST)
Material Matters: China And BHP, Coal, Fertiliser And Incitec Pivot
Jun 17 2013
Chinese growth remains key to BHP, the coal market is not shipshape and some fertiliser products are more resilient than others.
The Monday Report
Jun 17 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Stop The World, I Want To Get Off
Jun 14 2013
One minute Tokyo crashes, next minute Wall Street surges, and it’s all about Monopoly money. Dow up 180. (Accessible only for subscribers before 10:15 AEST)
Copper Potential To The Upside
Jun 13 2013
Jonathan Barratt of Barratt’s Bulletin believes a bounce in the price of copper from recent weakness is likely, although not before further consolidation.
The Overnight Report: Buying Has Now Become Selling
Jun 13 2013
Once reliable buyers seem now to be backing off on Wall Street as the Fed taper correction continues on a steady path. Dow down 126. (Accessible only for subscribers before 10:15 AEST)
Metal Matters: Coal, Steel, Iron Ore, Aluminium And Copper
Jun 12 2013
Low CV coal imports, steel demand and iron ore. Aluminium output cuts and copper supply disruptions.
The Overnight Report: Central Banks Drive Market Volatility
Jun 12 2013
Disappointment in the BoJ and uncertainty surrounding the Fed made for a wild night on markets. Dow down 116. (Accessible only for subscribers before 10:15 AEST)
