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
Global Supply Deficit Tarnishes Copper Sector M&A Activity
May 26 2011
Investment U’s Matthew Carr predicts a mega take-over deal, or two, in the copper space, and soon.
The Overnight Report: Commodities Push Higher
May 26 2011
Goldman Sachs’ call was still resonating last night as oil and metals continued their rally. Dow up 35.
Material Matters: Commodities And QE, Copper, Precious Metals And Gems
May 25 2011
A glance through the latest expert views and predictions about commodities with NAB seeing little correlation between commodity prices and QE, support for gold and copper, caution on silver, and gems as investments.
The Overnight Report: Goldman Has The Good Oil
May 25 2011
Oil price upgrades from both Goldman Sachs and Morgan Stanley were about the only highlight in an otherwise choppy session. Dow down 25.
Material Matters: Positives For Bulks And Changing Market Dynamics
May 24 2011
A glance through the latest expert views and predictions about commodities with signs Japanese demand for coal and iron ore remains solid, nickel coming under pressure, changes to gold market dynamics and some mixed views on base metals.
The Overnight Report: Groundhog Year
May 24 2011
European debt fears, Chinese slowing, weakening US data, and a volcano in Iceland. Haven’t we seen this movie before? Dow down 130. (Locked for subscribers until 10:00 AEDT)
The Monday Report
May 23 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Oz Energy Stocks, Oz Steel Data, And Forecast Changes
May 20 2011
A glance through the latest expert views and predictions about commodities with Macquarie adjusting commodity price forecasts, April steel Data for Australia coming in mixed and Goldman Sachs adjusting preferences among the big Oz energy stocks.
The Overnight Report: Party Like It’s 1999
May 20 2011
The sensational listing of LinkedIn stole the limelight from weak US economic data last night. Dow up 45.
Copper Correction Not Over As Yet
May 19 2011
Don’t be fooled, this correction aint over just yet, report technical market analysts at Barclays.
