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
Material Matters: Iron Ore Undershoots, Silver In Surplus
Nov 08 2011
A glance through the latest expert views and predictions about commodities with updates on base metal markets, why iron ore prices should strengthen and steel markets tighten and silver’s surplus.
Bullish On Risk Assets
Nov 08 2011
ATW’s Jerry Simmons has turned positive on immediate prospects for risk assets, including US and Chinese equities and AUD/USD.
The Overnight Report: Greece? Who Cares About Greece?
Nov 08 2011
With a new government to be formed in Greece attention turned to Italy last night as the Italian ten-year yield rose dangerously higher. Dow up 82.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Nov 07 2011
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report
Nov 07 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Barclays Updates Its Commodity Market Views
Nov 04 2011
Recent volatility and ongoing uncertainty with respect to Europe and global growth is the backdrop for Barclays Capital’s review of commodity price expectations.
The Overnight Report: Pure Politics
Nov 04 2011
The referendum is off it would seem but Papandreou must still face a confidence vote. It was good enough news for Wall Street. Dow up 208.
Material Matters: Nickel, Steel, Gold And Oil
Nov 03 2011
A glance through the latest expert views and predictions about commodities with the outlook weak for both steel and nickel, gold expected to go higher and a closing of oil price spreads.
Weather It Be True
Nov 03 2011
Extensive flooding in Thailand may have disturbing ramifications for inflation in China while meteorologists are warning Australia may again be in for another wet tropical summer.
The Overnight Report: Markets Rely On Hope
Nov 03 2011
Markets around the world rebounded last night without any particular change in the European situation or anything particularly new from the Fed. Dow up 178.
