Base Metals and Minerals

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.

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)

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)

Chinese growth remains key to BHP, the coal market is not shipshape and some fertiliser products are more resilient than others.

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

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)

Jonathan Barratt of Barratt’s Bulletin believes a bounce in the price of copper from recent weakness is likely, although not before further consolidation.

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)

Low CV coal imports, steel demand and iron ore. Aluminium output cuts and copper supply disruptions.

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)