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
Chinese Copper In London?
Apr 19 2012
Jonathan Barratt of Barratt’s Bulletin reports on the LME’s intention to cement its global influence by introducing a renminbi settlement option.
The Overnight Report: Overbought?
Apr 19 2012
US earnings are beating estimates but Wall Street is selling down stocks which don’t knock everyone’s socks off. Dow down 82. (Accessible only for subscribers before 10:15 AEDT)
Miners Back In Favour With Strategists
Apr 18 2012
Equity strategists have begun to upgrade from Sell ratings on the Australian resources sector as fears ease of an imminent Chinese hard landing.
Copper To Weaken Before Improving
Apr 18 2012
Across the market copper price expectations have been updated, with pressure anticipated in coming months before a pick-up in prices in 2H12.
The Overnight Report: Now It’s Just Getting Silly
Apr 18 2012
There would have been a lot of weary computers drinking after market in New York bars last night, but not a lot of investors. Dow up 194. (Accessible only for subscribers before 10:15 AEDT)
The Short Report
Apr 17 2012
FNArena’s weekly update on short positions in the Australian share market.
The Overnight Report: Falling Apple
Apr 17 2012
Profit-taking in Apple dominated Wall Street last night despite the Dow trying to push higher (up 71) leaving the broad market index flat. (Accessible only for subscribers before 10:15 AEDT)
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Apr 16 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Weekly Broker Wrap: Lower Commodity Prices And Quarterly Previews
Apr 16 2012
Leading into resource company quarterly production reports brokers have updated their views, while retailers are also in focus given ongoing price deflation.
The Monday Report
Apr 16 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
