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: Post-Result Views And Outlooks

Sep 08 2011

A glance through the latest expert views and predictions about commodities with more sector reviews post Australian reporting season, a list of conviction ideas and some adjustments to commodity price forecasts.


The Overnight Report: Constitutionally Sound

Sep 08 2011

Wall Street took heart from the positive German court ruling last night. Dow up 275.


The Overnight Report: Back From The Brink, Again?

Sep 07 2011

Wall Street recovered from a 300 point drop last night as fear began to subside slightly in Europe. Dow down 100. (Locked for subscribers until 10:00 AEDT)


Material Matters: Commodity Forecasts Revised, Plus Europe’s Demand

Sep 06 2011

A glance through the latest expert views and predictions about commodities with updates to commodity price forecasts, views on copper, nickel, platinum and oil and a look at Europe’s influence on demand and valuation measures.


Crude Oil, Metals To Enjoy Support

Sep 06 2011

Technical market analysts at Barclays anticipate technical support will hold for crude oil, copper and aluminium.


The Overnight Report: Europe Trashed

Sep 06 2011

Wall Street may have been closed last night but that didn’t prevent big falls in European markets. Germany down 5%.


The Monday Report

Sep 05 2011

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


The Overnight Report: When Good Is Bad

Sep 02 2011

A better than expected PMI result, undermining QE3 hopes, sent Wall Street south last night. Dow down 119.


Australian Stocks Like September

Sep 01 2011

Barclays Capital has analysed seasonal trends for September.


The Overnight Report: Fed At A Loss

Aug 31 2011

The FOMC is split, US confidence has hit a two year low, and Wall Street is wondering what to do next. Dow up 20.



Analyse The Market From A Different Angle