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
Stalled Capex And The Mining Service Sector
May 10 2012
Big miners are scaling back capex plans and this has the potential to impact on the mining services sector, where brokers have updated their preferred exposures.
The Overnight Report: And The Rumours Fly
May 10 2012
News gave way to rumours last night over whether Greece will receive its bail-out tranche and whether Spain will nationalise its banks. Dow down 97. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Bulks, Oil And Updated Metal Market Views
May 09 2012
A glance through the latest expert views and predictions about commodities with updates on bulk commodity markets, changes to coal price forecasts, views on recent oil price weakness and a review of metal markets.
The Overnight Report: Greece Eyes The Exit
May 09 2012
Wall Street plunged but later recovered much ground on the news a far left party was attempting to form a government in Greece. Dow down 76. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Mining Shares, Precious Metals, Aluminium And Forecast Revisions
May 07 2012
A glance through the latest expert views and predictions about commodities with forecasts being revised, updates on precious metals and aluminium and changing capex plans for miners.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
May 07 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report
May 07 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Not In Service
May 04 2012
Global service sector PMIs have showed a downward trend over the past 24 hours, spooking Wall Street ahead of tonight’s jobs number. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: Base Metals And Thermal Coal
May 03 2012
A glance through the latest expert views and predictions about commodities with updates on base metal markets and views on the outlook for thermal coal prices.
Copper Strong On Lack Of Supply
May 03 2012
Jonathan Barratt of Barratt’s Bulletin sees upside presure on copper as lack of supply counters weaker global demand growth.
