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
Zircon Remains A Worry For Iluka
Apr 13 2012
Analysts were ready for a weaker production report from Iluka but were quite surprised by the weakness in zircon sales. Caution required in a tricky game.
The Overnight Report: And Today We Go Up
Apr 13 2012
With little investor interest, it’s a traders market out there. Wall Street is jumping at each tidbit of news and speculation and last night that was positive. Dow up 181. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: ECB Mimics The Fed
Apr 12 2012
An ECB official last night suggested the central bank could recommence buying stressed eurozone bonds if necessary, easing fears in Europe. Dow up 89. (Accessible only for subscribers before 10:15 AEDT)
BHP Shares Break Below Key Technical Support
Apr 11 2012
BHP Billiton shares have broken key technical support to the downside and the TechWizard believes rough times are likely to persist.
China’s Misleading Copper Demand
Apr 11 2012
China’s copper demand apparently remains robust, which is at odds with recent economic data. The practice of borrowing cash against copper stockpiles suggests some misled assumptions with regard to supply-demand.
The Overnight Report: Sell-Off Accelerates
Apr 11 2012
There was somewhat of a negative feedback loop across the globe last night as Europe returned from Easter and Spanish and Italian bond yields continued to rise. Dow down 213. (Accessible only for subscribers before 10:15 AEDT)
The Short Report
Apr 10 2012
FNArena’s weekly update on short positions in the Australian share market.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Apr 10 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report (on Tuesday)
Apr 10 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Prices And Demand, Updated Forecasts And Sector Ratings
Apr 05 2012
A glance through the latest expert views and predictions about commodities with arguments prices are not reflecting demand, expectations for more volatility and updates to forecasts and ratings.
