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: Chinese Demand To Underpin Prices
May 05 2011
A glance through the latest expert views and predictions about commodities with both NAB and Goldman Sachs revising commodity price forecasts and Macquarie expecting Chinese demand will underpin prices in coming months.
The Overnight Report: Commodities Head South
May 05 2011
The commodities sell-off continued to snowball last night, assisted by some weak US economic data. Dow down 83.
May Traditionally A Good Month For The US Dollar
May 04 2011
Barclays Capital’s analysis of monthly seasonal trends shows May tends to be a good month for equities, nat gas and the US dollar, while commodity currencies and aluminium find the going tougher.
A Narrowing Advance In Both Equity And Commodity Markets?
May 04 2011
The current advance in risk assets is increasingly carried by a smaller group of leaders. This is not how a bull market looks like, highlights GaveKal.
The Overnight Report: Every Silver Lining Has A Cloud
May 04 2011
Silver continued its plunge and stole the limelight last night as Wall Street bungled along to a mixed close. Dow “unch”.
It’s The USD, Stupid!
Apr 29 2011
A USD in apparent freefall is extending long term uptrends for commodities and other assets, reports Barclays.
The Overnight Report: More Of The Same
Apr 29 2011
Some more favourable earnings reports and no GDP surprise pushed Wall Street ever higher last night as the US dollar continued to slip away. Dow up 72.
The Overnight Report: Locked In For QE2.5
Apr 28 2011
Another rally on Wall Street lent itself half to more solid earnings results and the latter half to Ben Bernanke’s press conference. Dow up 95.
Silver, Copper, EUR/USD and US Equities
Apr 27 2011
ATW’s Jerry Simmons explores potential scenarios for silver, copper, EUR/USD and US equities.
The Overnight Report: GFC Conquered
Apr 27 2011
The S&P 500 finally recovered its pre-Lehman level last night on solid earnings results in a thin market. The silver bubble has burst for now. Dow up 115.
