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
Material Matters: Iron Ore, Oil And Stock Preferences
Oct 04 2012
Analysts are starting to see a recovery in the iron ore market, oil price assumptions are revised, and sector stock preferences are updated.
The Overnight Report: Earnings Cloud Rolls Into View
Oct 04 2012
A dire warning from Hewlett Packard and a technical breakdown in oil offset solid US economic data last night. Dow up 12. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: She’ll Be Right, Says Spain
Oct 03 2012
Madrid has rejected the idea of a bail-out and Wall Street frets over the upcoming earnings season. Dow down 32. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: Manufacturing A Rally
Oct 02 2012
A surprising turnaround in US manufacturing sent Wall Street flying until Bernanke cooled the mood. Dow up 77. (Accessible only for subscribers before 10:15 AEDT)
The Monday Report
Oct 01 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Ole
Sep 28 2012
Spain’s budget cuts were well received, as was China’s big liquidity injection. Dow up 72. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Base, Bulk And Precious Metals
Sep 27 2012
A glance through the latest expert views and predictions about commodities with BA-ML revising commodity forecasts and updates on the bulks, base and platinum group metals.
The Overnight Report: Nerves Creeping In
Sep 27 2012
Wall Street continues to slip, quietly, as the quarter-end approaches. Dow down 44. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: Spain Is Revolting
Sep 26 2012
A profit warning from Caterpillar and riots in Madrid finally tipped Wall Street over last night. Dow down 101. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Outlook Commentary, Gold, Oil, Bulks And Aluminium
Sep 25 2012
A glance through the latest expert views and predictions about commodities with updated expectations for commodity markets, bullish views on gold and oil and commentary on bulks and aluminium.
