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 Monday Report
Oct 17 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Is China For Real?
Oct 14 2011
Concerns over Chinese financial integrity and a weak trade balance added to a poorly received result from JP Morgan last night. But Wall Street remained resilient. Dow down 40.
Sell Alumina, Buy Bendelaide
Oct 13 2011
Goldman Sachs predicts a negative return from owning Alumina shares, while Citi quant analysts picked Bendigo and Adelaide Bank.
Material Matters: Gold Miners, Nickel And Oil
Oct 13 2011
A glance through the latest expert views and predictions about commodities with increases to nickel price forecasts but cuts to oil estimates and a review of Australian gold plays and global peers.
The Overnight Report: Slovakia Writes The Cheque
Oct 13 2011
The EFSF is now officially a reality but Wall Street bounced off the top of its range last night. Dow up 102.
The Overnight Report: Calm Descends
Oct 12 2011
It was a quiet session on Wall Street ahead of results from Alcoa and Slovakia. Dow down 16.
No Faith In The October Rally
Oct 11 2011
FOREX.com does not believe this month’s rally is sustainable, predicting USD strength and commodity and equity market weakness into year-end.
The Overnight Report: Merkozy Magic
Oct 11 2011
Merkozy’s unqualified declaration of a plan to save Europe was well received offshore last night. Dow up 330.
Not All Commodities Equal In The Event Of Recession
Oct 10 2011
Using factors such as the level of linkage to economic cyles and emerging market demand, Barclays has ranked the vulnerability of various commodities assuming a global recession.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Oct 10 2011
Weekly update on recommendation, target price, and earnings forecast changes.
