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
Tough Quarter But Still Value In BHP
Apr 21 2011
Bad weather impacted on production in the March quarter but brokers continue to see value in BHP Billiton at current levels.
The Overnight Report: Damn The Torpedoes
Apr 21 2011
A strong euro, soaring commodity prices and solid US earnings results. Bring on the risk trade. Gold at 1500. The Aussie at 1.07. Dow up 186.
Resource Sector Losing Oxygen?
Apr 20 2011
While analysts query Woodside’s expansion schedule, Santos and BHP score downgrades.
The Overnight Report: Earnings Beat Credit Ratings
Apr 20 2011
A bounce in commodity prices and some well received earnings reports saw Wall Street recover further from Monday’s initial sell-off last night. Dow up 65.
Material Matters: Coal, Precious Metals, Copper And Uranium
Apr 19 2011
A glance through the latest expert views and predictions about commodities, with higher coking coal forecasts, investors prefering direct exposure to precious metals and support for copper and uranium prices.
The Overnight Report: America Goes Greek
Apr 19 2011
S&P last night put the US on negative credit watch, sparking a widespread sell-off. Dow down 140.
Nickel Dynamics Misunderstood, Claims Barclays
Apr 18 2011
Chinese nickel pig iron may be dominating nickel market sentiment at present but Barclays suggests there are still reasons to maintain a bullish stance on the metal.
The Monday Report
Apr 18 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Another Goldmans Moment
Apr 15 2011
Accusations against Goldman Sachs, a rise in jobless claims and a jump in inflation sent Wall Street down early before grafting back. Dow up 14.
Material Matters: Uranium, Silver And Copper
Apr 14 2011
A glance through the latest expert views and predictions about commodities with reasons to remain positive on uranium demand, some caution on silver and copper prices and UBS reviewing some forecasts.
