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
Commodities And The New Chinese Regime
Nov 15 2012
Jonathan Barratt of Barratt’s Bulletin discusses the implications for global commodity prices of the new man in Beijing.
Material Matters: Gold, Oil, Copper, Coal, Cliff
Nov 15 2012
A glance through the latest expert views and predictions about commodities with updates on gold, oil and the US fiscal cliff, copper and met coal and the implications of Obama’s re-election.
The Overnight Report: Obama Unmoved
Nov 15 2012
In his first second-term press conference, President Obama appeared to be unprepared to compromise on tax policy. Dow down 185. (Accessible only for subscribers before 10:15 AEDST)
Lynas Not Out Of The Woods
Nov 14 2012
Lynas has raised capital to fund its LAMP project but given development risks and concerns over rare earth prices brokers remain cautious on the stock.
The Overnight Report: Bears Gaining Ground
Nov 14 2012
The Dow was up by as much as 80 points last night on a positive earnings result before the bears took over again. Dow down 58. (Accessible only for subscribers before 10:15 AEDST)
What Happened Today?
Nov 12 2012
A wrap of the day’s activity on the Australian stock market.
The Monday Report
Nov 12 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Alumina Outlook Reviewed After Indonesian Court Ruling
Nov 09 2012
The Supreme Court of Indonesia has set aside a government ban on raw material exports and this has prompted brokers to review the outlook for Alumina Ltd.
Material Matters: Bulk, Base And Precious Metals, Oil And Softs
Nov 09 2012
A glance through the latest expert views and predictions about commodities. Commodity markets are volatile and China is key but there is value in oversold base metals and energy.
Postcards From China
Nov 09 2012
Analysts find the best place to assess the Chinese economy is from on the ground in China, and several have reported back from their sojourns, including to the biannual Canton Trade Fair.
