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
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Feb 13 2012
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report
Feb 13 2012
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Ouzos All Round
Feb 10 2012
Greek politicians finally reached an agreement last night and will await EU approval. Wall Street shrugged. Dow up 6. (Accessible only for subscribers before 10:15 AEDT)
Magnequench Has Left The Building
Feb 09 2012
Ahead of the Herd’s Rick Mills continues to suggest investors should look at opportunities among “critical” materials (including rare earth) plays.
The Overnight Report: Fiction Is Never This Strange
Feb 09 2012
There was a lot of to-ing and fro-ing in Europe last night suggesting were are on the cusp of something, whatever that might be. Dow up 5. (Accessible only for subscribers before 10:15 AEDT)
Material Matters: The Base Metals Surprise, Manganese, And Bulks
Feb 08 2012
A glance through the latest expert views and predictions about commodities with updated views on recent base metal price gains, China the key to the manganese market and Citi remains positive on the bulks.
The Overnight Report: Ben’s Got My Back
Feb 08 2012
Wall Street again turned a drop into a rally last night helped by Uncle Ben not ruling out QE3. Dow up 33. (Accessible only for subscribers before 10:15 AEDT)
The Overnight Report: Greek Double Trouble
Feb 07 2012
Austerity package resolution is “close” in Athens as is the separate issue of debt resolution as the world again watches and waits in frustration. Dow down 17. (Accessible only for subscribers before 10:15 AEDT)
Whereto For Rare Earth Prices?
Feb 06 2012
In the wake of initial processing approval for Lynas, analysts are in disagreement as to whether rare earth prices have seen their peak or not.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Feb 06 2012
Weekly update on recommendation, target price, and earnings forecast changes.
