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: Is Old News Good News?
Aug 23 2012
The Fed minutes suggest QE3 may be a lot closer than thought. At least, that’s what it seemed a month ago. Dow down 30. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: Profit-Taking Meets The Breach
Aug 22 2012
Wall Street pushed above its previous closing highs last night on more euro-speculation, only to trigger profit-taking. Dow down 68. (Accessible only for subscribers before 10:15 AEDT)
Western Areas King Of The Cost Curve
Aug 21 2012
A weak nickel market has meant weaker full year earnings for Western Areas but the company’s low costs imply upside when market conditions improve.
Material Matters: Copper, Zinc, Lead and Platinum
Aug 21 2012
A glance through the latest expert views and predictions about commodities with updates on copper, zinc and lead and some reasons current platinum prices are seen as attractive.
The Overnight Report: Lots Of Chatter, Nothing New Yet
Aug 21 2012
A headline starved market is grasping at anything confirmed or unconfirmed to provide clues at the point of index resistance. Dow down 3. (Accessible only for subscribers before 10:15 AEDT)
The Monday Report
Aug 20 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Upward Vacuum
Aug 17 2012
There was not a lot to justify a strong session on Wall Street, but the sellers are on holiday. Dow up 85. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Price Revisions, Iron Ore, Coal And Copper
Aug 16 2012
A glance through the latest expert views and predictions about commodities with commodity price forecasts revised and updates on the outlook for iron ore, coal and copper.
The Short Report
Aug 16 2012
FNArena’s weekly update on short positions in the Australian share market.
Copper At A Critical Level
Aug 16 2012
Jonathan Barratt of Barratt’s Bulletin discusses factors affecting the copper price at present.
