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: Upgrades To Bulk Forecasts, Food Prices and PGMs
May 19 2011
A glance through the latest expert views and predictions about commodities with bulk price forecasts lifted, Goldman Sachs talking food is a late cycle commodity play and tighter PGM markets.
The Overnight Report: How To Read Minutes
May 19 2011
A strong session overnight for stocks and commodities must be taken in the context of accurate interpretation of the Fed minutes. Dow up 80.
Material Matters: Recent Sell-Off Is But A Correction
May 18 2011
A glance through the latest expert views and predictions about commodities with analysts seeing the recent commodity sell-off as a correction and suggestions for playing the sector at present.
The Overnight Report: Another Reversal From The Depths
May 18 2011
The Dow recovered from 170 points down last night to close only 68 points down, while the S&P 500 closed flat. (Locked for subscribers until 10:00 AEDT)
The Mineral Sands Bonanza
May 17 2011
Brokers continue to lift their Iluka price targets substantially with no end in sight to mineral sands price increases. Alkane Resources is also in the frame.
Northern Minerals Offers Rare Earth Potential
May 17 2011
Northern Minerals has two prospective heavy rare earth projects in portfolio. DJ Carmichael initiates coverage with a Speculative Buy.
The Overnight Report: Sex And The Spillway
May 17 2011
Wall Street wandered uncertainly last night as it weighed up sex scandals and the impact of releasing excess Mississippi water over a spillway. Dow down 47.
Material Matters: Commodities Outlook, Palladium, Steel And Oil
May 16 2011
A glance through the latest expert views and predictions about commodities with RBS suggesting an opportunity from the recent commodity market sell-off, why palladium is a buy and updates on steel and oil.
The Monday Report
May 16 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Wall Street Attempts Consolidation
May 13 2011
A big drop from the open soon turned into a sustained rally last night as commodities reversed and panic subsided. Dow up 65.
