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: Zircon, Mining Services And Oil & Gas Stocks
May 03 2013
Zircon demand is improving while mining services companies look oversold and there is a depreciation dilemma looming for the likes of Woodside.
The Overnight Report: Shucks, Buy It Anyway
May 03 2013
With plenty of central bank backing you might as well Buy in May. Dow up 130. (Accessible only for subscribers before 10:15 AEST)
Can Copper Find A Low?
May 02 2013
Jonathan Barratt of Barratt’s Bulletin argues the case for a limit on copper’s downward trajectory.
The Overnight Report: Welcome To May
May 02 2013
Weaker economic data from China and the US and frustration from the Fed meant the month of May began by living up to its adage last night. Dow down 138. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: April Squeaks A Five Month Run
May 01 2013
A slight gain into further blue sky last night for the S&P ensured April marked a fifth consecutive month of gains on Wall Street. Dow up 21. (Accessible only for subscribers before 10:15 AEST)
Specials Unlikely From BHP And Rio
Apr 30 2013
In the wake of Woodside’s special dividend and increased payout, and following another asset sale from BHP, stockbrokers continue to downplay any talk of special dividends or the like from the big diversified miners.
Material Matters: Base Metals, Aluminium, Copper And Oil
Apr 30 2013
It’s bearish near term for base metals amid surpluses for aluminium and copper and Deutsche Bank asks whether a rising US dollar can cap the oil price.
The Overnight Report: Back To A New High
Apr 30 2013
The S&P 500 just pipped a new all-time high last night as the risk-on trade returned to fashion. Dow up 106. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Apr 29 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Woodside Now A Yield Play; BHP And Rio Next?
Apr 26 2013
Analysts have been left scratching their heads as to why an energy company would become a yield play rather than a growth play. The spotlight now turns to BHP and Rio, which like Woodside have deferred spending.
