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
Material Matters: Mineral Sands, Coal, And Aluminium
Jun 13 2012
A glance through the latest expert views and predictions about commodities with revised commodity price forecasts, updates on coal, mineral sands and aluminium and the importance of yield for mining shares.
The Short Report
Jun 13 2012
FNArena’s weekly update on short positions in the Australian share market.
The Overnight Report: But There’s Always QE3
Jun 13 2012
It only took one non-FOMC Fed member to hint at QE3 and Wall Street was away and running once more. Dow up 162. (Accessible only for subscribers before 10:15 AEDT)
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jun 12 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report (On Tuesday)
Jun 12 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Alumina Ltd Dividend Under Threat
Jun 08 2012
While an equity raising can likely be avoided JP Morgan sees few shorter-term catalysts for Alumina and so downgrades to an Underweight rating.
Material Matters: Bulks, Copper, Ammonium Nitrate
Jun 07 2012
A glance through the latest expert views and predictions about commodities with CBA updating commodity forecasts and bulk market outlooks, copper prices under pressure and the Oz ammonium nitrate market.
The Short Report
Jun 05 2012
FNArena’s weekly update on short positions in the Australian share market.
Long Term Top For Aluminium?
Jun 05 2012
Chartists at Barclays point out aluminium appears to be carving out a long term bearish pattern on price charts, consistent with the team’s Greater Bearish View.
Material Matters: Europe’s Declining Influence, Investment Flows And Nickel
Jun 04 2012
A glance through the latest expert views and predictions about commodities, with Europe’s declining influence, international funds flows, nickel and emerging issues for mining companies.
