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
Forecasting Commodity Prices For 2016
Aug 30 2012
CRU Group has updated its medium term price expectations across the spectrum of metals, minerals and fertilisers.
The Overnight Report: Draghi Pleads The Case
Aug 30 2012
The ECB president has publicly argued the case for bond purchases via a German newspaper while the US economy appears decidedly beige. Dow up 4. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Thermal Coal, Steel, Base Metals
Aug 29 2012
A glance through the latest expert views and predictions about commodities with thermal coal prices likely to be capped and updates on the Australian steel sector and base metals.
The Short Report
Aug 29 2012
FNArena’s weekly update on short positions in the Australian share market.
The Overnight Report: Draghi Pulls Out Of Jackson Hole
Aug 29 2012
Draghi has cancelled his appearance at the Fed symposium to concentrate on the mission ahead. Dow down 21. (Accessible only for subscribers before 10:15 AEDT)
Weekly Broker Wrap: Crops, That Dam And Those Greeks
Aug 27 2012
With reporting season raging all around us, FNArena has sorted through the company reports to find some key commentary on soft commodities and a few specific macro issues.
The Monday Report
Aug 27 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Switzer Super Report: Could The ECB Make BHP A-OK?
Aug 24 2012
Peter Switzer of the Switzer Super Report discusses wehn it might be the right time to buy the Big Australian.
The Overnight Report: The Fed Giveth, And…
Aug 24 2012
The St Louis Fed president last night shot down the heightened QE3 expectations emanating from the release of the minutes of the last Fed meeting the night before. Dow down 115. (Accessible only for subscribers before 10:15 AEDT)
Has BHP Left An Olympic-Sized Hole In Copper?
Aug 23 2012
Jonathan Barratt of Barratt’s Bulletin discusses the impact of the Olympic Dam decision on global copper supply.
