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: No News, No Fear
Aug 08 2012
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)
CORRECTION: Lamp Going Out For Lynas?
Aug 07 2012
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.
Material Matters: Oil And Base Metal Updates
Aug 07 2012
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.
The Overnight Report: Cautious Optimism Prevails
Aug 07 2012
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)
Commodity Price Forecasts Revised
Aug 06 2012
With Europe and China continuing to impact on commodity markets, forecasts across the sector have been revised.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Aug 06 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report
Aug 06 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Resource Bounce A Blip?
Aug 03 2012
The Chartist suggests recent signs of recovery in the Australian Materials sector index do not change the downward trend.
The Overnight Report: Zip
Aug 03 2012
Draghi can talk the talk but failed to walk the walk last night. Dow down 92. (Accessible only for subscribers before 10:15 AEDT)
Rare Earths Done and Dusted? Or Is It Xeno-Time?
Aug 02 2012
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.
