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
Metal Matters: US Dollar, Copper And Iron Ore
Mar 22 2013
The US dollar rallies and metal prices fall, usually. Brokers look at rising copper production and portend an oversupply in iron ore.
The Overnight Report: Europe, The Lingering Disease
Mar 22 2013
Weak European data and the oversized shadow cast by Cyprus outweighed strong US and Chinese data last night. Dow down 90. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Back To Business
Mar 21 2013
Wall Street shrugged off Cyprus and took heart in an unchanged Fed. Dow up 55. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Rethink
Mar 20 2013
A rejection of the bail-out package by the Cypriote parliament has sent the Eurozone ministers back to the drawing board. Dow up 3 points. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Cyprus Panic Cools
Mar 19 2013
The mounting opinion is that the eurozone ministers will back down on the extremes of their bail-out package for Cyprus. Dow down 62. (Accessible only for subscribers before 10:15 AEDST)
Metal Matters: Steel, Iron Ore and Base Metals
Mar 18 2013
Chinese steel movements pressure iron ore price but Oz miners are still competitive if price stays well above US$80/t. Base metals outlook continues to diverge.
The Monday Report
Mar 18 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Coal, Gold, Nickel, Oil & Gas
Mar 15 2013
Brokers find coal looks forlorn while gold costs loom large. Nickel is stuck in a range while oil & gas producers may soon become yield stocks.
The Overnight Report: Almost There
Mar 15 2013
The S&P 500 is now only two points short of its all-time high. Is tonight the night? Dow up 83. (Accessible only for subscribers before 10:15 AEDST)
Weaker China Impacting On Copper
Mar 14 2013
Jonathan Barratt of Barratt’s Bulletin believes copper may have seen a low, as long as Chinese economic data pick up post the New Year’s disruption.
