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
China’s Transformation Of The Aluminium Industry
Apr 18 2013
Commonwealth Bank analysts take a look at the vast cheap coal resources which are key to the significant growth in Chinese aluminium capacity.
The Overnight Report: The Mood Changes
Apr 18 2013
It appears global markets may have woken up to the realisation the risk trade has run just too far ahead of global economic reality. Dow down 138. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Relief Rebound
Apr 17 2013
The assumption that Boston was one small incident, along with some better US data and strong profit reports helped Wall Street rebound from Monday’s losses. Dow up 157. (Accessible only for subscribers before 10:15 AEST)
Why Won’t Commodities Rise?
Apr 16 2013
Danske Bank sees commodity prices improving this quarter, but believes it will be a long time before they can catch back up with equities.
The Overnight Report: 4/15
Apr 16 2013
An assumed terrorist attack at the Boston Marathon occurred late in a session, which was already very weak on Wall Street due to China. Gold has collapsed. Dow down 265. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Coal Juniors, Oil, Copper And Aluminium
Apr 15 2013
Oz coal juniors are underperforming and coal prices are under pressure. Oil prices tighten as tensions increase while Chile is losing competitiveness in copper.
The Monday Report
Apr 15 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Onward Ever Upward
Apr 12 2013
Wall Street really couldn’t find any reason to sell last night. Dow up 62. (Accessible only for subscribers before 10:15 AEST)
Metal Matters: Equities, Base Metals, Coal And Platinum
Apr 11 2013
Price forecasts are cut for base metals as supply starts to exceed demand and BHP’s plans for coal production should limit price upside.
Don’t Get Carried Away With BHP Just Yet
Apr 11 2013
The Chartist suggests the sudden bounce in BHP Billiton is yet to prove technically convincing.
