Base Metals and Minerals

The S&P hit the technically significant 1400 mark last night as Wall Street continues to exhibit confidence in the world’s central banks. Dow up 51. (Accessible only for subscribers before 10:15 AEDT)

The decision to build a processing plant in Malaysia to save money may yet prove a disastrous one for Lynas, and a more than significant blow to the company’s rare earth aspirations.

A glance through the latest expert views and predictions about commodities with Danske Bank revising commodity forecasts, analysis of the lead and zinc markets and how China’s aluminium market is dealing with Indonesia’s export ban.

With no new news or data to reflect on last night, markets remained positive following Friday’s surge. Dow up 21. (Accessible only for subscribers before 10:15 AEDT)

With Europe and China continuing to impact on commodity markets, forecasts across the sector have been revised.

Weekly update on recommendation, target price, and earnings forecast changes.

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.

The Chartist suggests recent signs of recovery in the Australian Materials sector index do not change the downward trend.

Draghi can talk the talk but failed to walk the walk last night. Dow down 92. (Accessible only for subscribers before 10:15 AEDT)

Australian rare earth hopeful TUC Resources may just have the high-value deposits to take a slice out of China’s dominance. The rare earth race is not over, it is rationalising.