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
Production Report Makes Independence’s Day
Feb 04 2013
Nickel miner Independence Group is improving profitability against the odds on better than expected production, grades and cost control, leading brokers to upgrade their recommendations.
The Monday Report
Feb 04 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Best January In Nineteen Years
Feb 01 2013
It’s been a stall at the death, but Wall Street remains upbeat following a remarkable January. Dow down 49. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Iron Ore, Coal, Copper, Aluminium and Sugar
Jan 31 2013
Bulks are not expected to endure the wild rides of 2012 while there’s some potential surprises in copper and aluminium. And then there’s sugar.
The Overnight Report: US Economy Shrinks
Jan 31 2013
It came as a shock to Wall Street that the US economy actually contracted in the fourth quarter, but not too much of a shock. Dow down 44. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Ground Control To Major Tom
Jan 30 2013
As the Dow rapidly closes the gap to 14,000, all talk on Wall Street is to whether US stocks have shot up too far, too fast. Dow up 72. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: LNG, Taxes, Nickel And PGMs
Jan 25 2013
The outlook for LNG, while clouded, looks positive, while brokers are growing increasingly concerned about the tax burdens on miners.
The Overnight Report: One Bad Apple
Jan 25 2013
The Nasdaq looked ugly, but the S&P split the difference of another up-day for the Dow on solid data. Dow up 46. (Accessible only for subscribers before 10:15 AEDST)
BHP Can Produce, But Can It Profit?
Jan 24 2013
BHP may exceed production guidance in the medium term but with commodity prices subdued, cost reduction is the next challenge.
The Overnight Report: Summit In View
Jan 24 2013
Following another earnings report-driven up-day, traders are catching glimpses of the all-time highs through the clouds. Dow up 66. (Accessible only for subscribers before 10:15 AEDST)
