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
Critical Raw Materials
Jun 28 2011
Ahead of the Herd’s Rick Mills expects cobalt’s profile will continue to grow in coming years.
The Overnight Report: French Banks To The Rescue
Jun 28 2011
A deal offered by French banks on Greek debt helped ease fears and turn Wall Street around last night. Dow up 108.
NAB Sees Support And Supply Kicking In For Commodities
Jun 27 2011
A glance through the latest expert views and predictions about commodities, with NAB’s latest update on commodity markets suggesting prices should find support this year but ease in 2012.
The Monday Report
Jun 27 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Whiplash
Jun 24 2011
Chinese and European PMIs, US data, strategic oil reserve release, and then a new Greek austerity plan. From 234 points down, the Dow closed down only 59.
Fund Managers More Uncertain About Outlook
Jun 23 2011
A survey of fund mangers by Russell Investments has shown a more uncertain outlook, with defensive assets currently favoured over growth assets.
Barclays Mostly Bullish On Commodities
Jun 23 2011
Barclays Capital has reviewed expectations for commodity markets, seeing diverse performance among the base metals but broadly positive performance for the precious metals.
Material Matters: Lead, Nickel, Uranium, PGMs; Sector Consolidation
Jun 23 2011
A glance through the latest expert views and predictions about commodities with subdued outlooks evident for lead, nickel and uranium, still positive conditions for PGMs, some cracks emerging in China and why sector consolidation may increase.
The Charges Against Big Nickel
Jun 23 2011
In a review of nickel, Ahead of the Herd’s Rick Mills suggests investors should have one or two junior nickel plays on their radar screens.
The Overnight Report: Bernanke Concedes US Weakness
Jun 23 2011
Wall Street took a tumble in the last hour as Bernanke admitted US economic problems may not necessarily all be temporary. Dow down 80. (Locked for subscribers until 10:00 AEDT)
