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: Europe Plunges Back Into Disarray
Nov 02 2011
The Greek prime minister’s insistence on holding a referendum on the latest austerity measures means the plan to save Europe is now up in the air. Dow down 297.
November Opens The Good Season For Equities
Nov 01 2011
Barclays Capital’s analysis of monthly seasonal trends shows November historically opens the good season for equities.
Material Matters: Magnetite Winners And Losers, China Balancing Markets
Nov 01 2011
A glance through the latest expert views and predictions about commodities with updates on iron ore gives recent price weakness, why met coal won’t fall as far and the importance of Chinese production in balancing metal markets.
The Overnight Report: Europe Takes A Victim
Nov 01 2011
MF Global filed for bankruptcy last night due to sovereign debt exposures while markets remain unconvinced about Italy and the BoJ intervenes. Dow down 275.
AUD Poised For Major Retreat
Oct 31 2011
The Aussie dollar looks poised for a major retreat, but equities in the US and China may well have reversed course, reports ATW’s Jerry Simmons.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 31 2011
Weekly update on recommendation, target price, and earnings forecast changes.
The Monday Report
Oct 31 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Short Back And Sides Thanks
Oct 28 2011
Global euphoria was unleashed last night on the ratification of at least some details of the Final Solution. Some observers remain sceptical, but Dow up 339.
The Overnight Report: No News Ain’t Bad News
Oct 27 2011
Plenty of speculation but nothing new out of Europe yet. Wall Street bounced around regardless. Dow up 161.
Material Matters: Oil The Global Indicator, Thermal Coal Outlook Stable
Oct 26 2011
A glance through the latest expert views and predictions about commodities with a range of updates on the oil market, Macquarie expecting stable thermal coal prices and NAB updating on base metals.
