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: All Hope Abandoned
Aug 03 2011
The debt deal was a mere distraction from the reality of a weakening US economy. Dow down 265.
Base Metals Usually Struggle In August
Aug 02 2011
Barclays Capital has analysed seasonal trends for August and notes equities, energy and bonds tend to perform well, base metals struggle and the US dollar is mixed.
The Overnight Report: Economy Overshadows
Aug 02 2011
Forget the debt ceiling – global manufacturing PMIs tell a sorry tale. Dow down 10.
Material Matters: Commodity Price Forecasts Revised
Aug 01 2011
A glance through the latest expert views and predictions about commodities with Danske Bank, Natixis and JP Morgan all adjusting price forecasts.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Aug 01 2011
Weekly update on recommendation, target price, and earning forecast changes.
The Monday Report
Aug 01 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
NAB Expects Further Gains In Non-Rural Commodity Prices
Jul 29 2011
National Australia Bank’s latest review of non-rural commodity markets suggests prices should record further gains this year before easing in 2012.
The Overnight Report: Poised
Jul 29 2011
A failed rally last night suggests Wall Street is positioning with caution ahead of the deadline. Dow down 62.
China Leading Global Equities?
Jul 28 2011
ATW’s Jerry Simmons reports the outlook for Chinese equities is bullish, which might not be unimportant given Chinese equities have showed the way forward since the GFC hit.
Material Matters: Precious Metals, Bulks, China, And Rising Costs
Jul 28 2011
A glance through the latest expert views and predictions about commodities with updates on precious metals, transport bottlenecks and Chinese coal imports and sector-wide cost pressures.
Analyse The Market From A Different Angle
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