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
Brokers Urge Caution On South32 Outlook
Jul 25 2016
South32 maintains restructuring and cost reduction initiatives are largely complete but brokers remain cautious ahead of the August results.
The Monday Report
Jul 25 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Consolidation
Jul 22 2016
Wall Street finally took a breather last night, eyeing off next week’s central bank meetings. Dow down 77. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Conviction Lite
Jul 21 2016
Wall Street continues to rally into blue sky, but on negligible volume. Dow up 36. (Accessible only for subscribers before 10:15 AEST)
Is Competition Closing In On Orocobre?
Jul 20 2016
Orocobre has signalled a delay in the ramp-up to nameplate capacity for its Olaroz lithium brine project, while the price surge for lithium is rapidly bringing in new supply.
The Overnight Report: Greenback Worries
Jul 20 2016
Wall Street was once again flat overnight but a rising US dollar is beginning to cause some concern. Dow up 25. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Oil, Gold, Potash And Nickel
Jul 19 2016
Steel to drag on iron ore; weak oil continues; gold’s safe haven strengthening; battle for share in potash; temporary support for nickel; and Syrah Resources.
The Overnight Report: Slow And Steady
Jul 19 2016
Wall Street continued to move higher into blue sky last night, slowly. Dow up 16. (Accessible only for subscribers before 10:15 AEST)
Nickel Price Hike Likely
Jul 18 2016
A reduction in supply of nickel ore from the Philippines is considered just the opportunity large, patient nickel miners were looking for.
The Monday Report
Jul 18 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
