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: In Through The Out Door
May 14 2013
The timing of a Fed exit is the new hot topic on Wall Street, yet stocks closed flat last night. Dow down 26. (Accessible only for subscribers before 10:15 AEST)
Rio Shareholders Should Not Hold Their Breath
May 13 2013
Yield-hungry shareholders are angry at Rio for not providing hand-outs, but management insists a pared back growth strategy is the right path for now.
The Monday Report
May 13 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Weak Prices, Base Metals, Oil And Oil Stocks
May 10 2013
Commodity prices remain weak and base metal surpluses are expected, while a resilient oil price puts the spotlight on mid cap oil stocks.
The Overnight Report: Greenback Surges
May 10 2013
No one’s entirely sure why, but last night the US dollar exploded through 100 yen and sent all other currencies, including the Aussie, tumbling. Dow down 22. (Accessible only for subscribers before 10:15 AEST)
China Seeking Copper
May 09 2013
Jonathan Barratt of Barratt’s Bulletin suggests price and inventory moves provide clues China is looking to rebuild copper stocks.
The Overnight Report: Questions Over Chinese Data
May 09 2013
Wall Street opened lower but traded higher last night while yesterday’s Chinese trade data have drawn scepticism. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: More Psychological History
May 08 2013
The Dow closed above 15,000 for the first time ever last night on an 87 point gain, while the RBA rate cut was the talk of the town. (Accessible only for subscribers before 10:15 AEST)
Is BHP A Buy?
May 07 2013
Peter Switzer of the Switzer Super Report argues the value case for BHP at these levels.
The Monday Report
May 06 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Analyse The Market From A Different Angle
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