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
The Overnight Report: Risk Back On
Jul 15 2016
After one day’s brief pause, Wall Street was back in risk mode last night. Dow up 134. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Energy, Base Metals And Gold
Jul 14 2016
Is the steel production rebound – and iron ore prices – sustainable?; Oil risks to the upside; Nickel prices rise on supply risk; potential upside for gold.
The Overnight Report: Caution At The Top
Jul 14 2016
Wall Street took a breather at all-time highs last night, with safe havens again seeing some interest. Dow up 25. (Accessible only for subscribers before 10:15 AEST)
Alumina Ltd Basks In Higher Margins
Jul 13 2016
Alumina Ltd enjoyed a recovery in margins in the June quarter, yet while brokers value the strong balance sheet and dividends, the alumina price is expected to stumble in the months ahead.
The Overnight Report: Now The Dow
Jul 13 2016
The Dow last night joined the S&P at a new all-time high, up 120. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Getting High
Jul 12 2016
The S&P500 inched forward to a new all-time high last night. Dow up 80. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Production, Mineral Sands, Lead And Oil
Jul 11 2016
Preview of upcoming production reports; improving demand for rutile; lead rallies; oil price outlook.
The Monday Report
Jul 11 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Fed Focus
Jul 08 2016
Attention has turned back to tonight’s US jobs number and how it may impact central bank policy. Dow down 22. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Drivers Of Commodity Outlook For FY17
Jul 07 2016
Brokers mull the factors influencing commodity prices and suggest caution prevails for the year ahead.
