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: Bumpy Path To Summit
Jun 27 2012
Wall Street stumbled along on local data news last night with the upcoming EU summit keeping traders poised. Dow up 32. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: A Less Buoyant Outlook For Commodities
Jun 26 2012
A glance through the latest expert views and predictions about commodities with updated price forecasts and resource company models, a view on China’s growth outlook and new gold stock coverage.
The Short Report
Jun 26 2012
FNArena’s weekly update on short positions in the Australian share market.
The Overnight Report: Another One Bites The Dust
Jun 26 2012
Spain has thrown in the towel and formally asked for a bail-out, joining Greece, Ireland and Portugal as the body count grows. Dow down 138. (Accessible only for subscribers before 10:15 AEDT)
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jun 25 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Rare Earths, Lynas And Hastings
Jun 25 2012
Resource Investor’s interview with rare earth expert Jack Lifton reveals some interesting potential for Australian rare earth producers.
Weekly Broker Wrap: The Gap Between Defensives And Cyclicals
Jun 25 2012
Last week saw Australian brokers look at the state of defensives, return forecasts for Oz equities, the mining sector and tech stocks.
The Monday Report
Jun 25 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Risk Off Riot
Jun 22 2012
A sad and sorry 24 hours of global data and still no signs of the QE cavalry had investors fleeing the scene last night. Dow down 250. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Bulks, Oil And Aluminium
Jun 21 2012
A glance through the latest expert views and predictions about commodities with updates on the steel, coal and iron ore markets, sweet vs sour crude and aluminium premiums.
