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
August’s Historical Trends
Aug 02 2012
Barclays Capital’s analysis of monthly seasonal trends shows equities tend to struggle in August, commodities are mixed and the yen, US dollar and bonds perform better.
The Overnight Report: Bernanke Unmoved, Bring On Draghi
Aug 02 2012
The Fed made no policy changes last night but reiterated its willingness to do so, leaving markets back in limbo ahead of tonight’s ECB meeting. Dow down 32. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Seasonal Weakness, Aluminium, Copper And Gold
Aug 01 2012
A glance through the latest expert views and predictions about commodities, with expectations for weak August prices to be followed by gains later this year and updates on aluminium, copper and de-rating in gold stocks.
The Overnight Report: Doubts Creep In
Aug 01 2012
Consensus still has the Fed not moving tonight, while Germany continues to put a potential spanner in the works for the ECB. Dow down 64. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: Calm Before the Storm
Jul 31 2012
It was all quiet on the global market front last night ahead of the Fed and ECB meetings. Dow down 2. (Accessible only for subscribers before 10:15 AEDT)
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jul 30 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report
Jul 30 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: ‘Believe Me, It Will Be Enough’
Jul 27 2012
Draghi sparks up stock markets with some familiar platitudes, while elsewhere markets remain less convinced. Dow up 211. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Commodity Price Forecasts Revised
Jul 26 2012
A glance through the latest expert views and predictions about commodities with further revisions to price forecasts and updates on the oil, base metal, coal and steel markets.
The Overnight Report: Don’t Just Stimulate, Gear Up!
Jul 26 2012
A suggestion the ESM could secure a banking licence had the euro bouncing hard last night, gold up, and US stocks in a muddle. Dow up 53. (Accessible only for subscribers before 10:15 AEDT)
