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

Unknowns Hamper Syrah Resources

Nov 23 2016

Brokers remain divided over the amount of risk to apply to graphite developer Syrah Resources, given the number of unknowns in its battery strategy.


The Overnight Report: Dow 19,000

Nov 23 2016

The records continue to tumble on Wall Street. Dow up 67. (Accessible only for subscribers before 10:15 AEST)


Newcrest Outlines Growth Ambitions

Nov 22 2016

Gold and copper miner Newcrest has provided further clarity on growth plans for its key producing mines. Not all brokers are convinced.


Material Matters: Strategy, Gold And Gold Miners

Nov 22 2016

Expectations for the metals market and the impact of Donald Trump’s election on gold and gold stocks.


The Overnight Report: Commodity Price Surge

Nov 22 2016

A dip in the greenback and positive talk elsewhere has sent oil up 4% and metal prices surging. Dow up 88. (Accessible only for subscribers before 10:15 AEST)


Material Matters: US Energy, Coal, Chrome, Steel And Oz Miners

Nov 17 2016

Trump and US energy; coking coal’s price surge; improved outlook for alumina, chrome and steel; positive trends for Oz miners.


Material Matters: Miners, Copper And Iron Ore

Nov 15 2016

Conditions favouring bulk miners; copper’s price surge; iron ore outlook.


Material Matters: Supply, Oz Miners, Aluminium, Coal And Mineral Sands

Nov 10 2016

Outlook for metals; downside risks diminish for Oz miners; oversupply in aluminium; thermal coal set to weaken; strengthening in pigment markets.


Material Matters: China And The Outlook For Steel Inputs

Nov 03 2016

Outlook for Chinese demand for metals and steel inputs; Factors in coal price rise; what is underpinning iron ore prices?


Copper Set To Rally?

Oct 31 2016

The Chartist reports the copper price is showing signs of having reached a bottom.



Analyse The Market From A Different Angle