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: Bring On Jobs
Jun 03 2016
A light volume session on Wall Street ahead of tonight’s US jobs number had the S&P500 back over 2100. Dow up 48. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Paint It Beige
Jun 02 2016
The Dow recovered from an initial hundred point fall as an anecdotal assessment on the economy neither confirmed nor dismissed a Fed rate hike. Dow up 2. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: End of Month
Jun 01 2016
Weakness on Wall Street last night was likely most attributable to it being the end of the month. Dow down 86. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Lithium, Iron Ore, Oil And Alumina
May 31 2016
Heightened interest in lithium; more iron ore volumes arriving; macro economic environment positive for energy, utilities; looming price crunch for alumina?
Material Matters: China, Iron Ore, G7 On Steel & Aluminium, BHP, Nickel And Oz Gold Miners
May 30 2016
Real demand improves in China; iron ore pressure; G7 on industrial over-capacity; BHP Billiton’s identity crisis; jump in nickel use; the AUD and Oz gold miners.
The Monday Report
May 30 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Power Of Lithium
May 27 2016
Lithium is the latest “hot” commodity, despite having already been so in the past. But this time the rise of the lithium battery is making the realistic difference. What is the outlook for lithium, and how can investors jump on for the ride?
The Overnight Report: Consolidation
May 27 2016
After two strong sessions, Wall Street stalled to regroup last night. Dow down 23. (Accessible only for subscribers before 10:15 AEST)
Supply Response In Lithium Heats Up
May 26 2016
Major producers of lithium are ratcheting up production as demand for the commodity is surging due to use in electric vehicle and grid storage markets.
The Overnight Report: Encore
May 26 2016
Wall Street kicked on with it last night, although traders continue to point to short-covering rather than conviction buying. Dow up 145. (Accessible only for subscribers before 10:15 AEST)
