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
The Monday Report
Apr 18 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Banging Against The Ceiling
Apr 15 2016
After a flat session, Wall Street remains poised just under the top of the long-standing trading range. Dow up 18. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Short Squeeze
Apr 14 2016
JP Morgan posted a less bad then expected result last night and lit a fire under the US financials sector. Dow up 187. (Accessible only for subscribers before 10:15 AEST)
Looming Supply Expansion Weighs On Alumina Ltd
Apr 13 2016
Several brokers are unsure whether the cost cutting endured by Alumina Ltd will be enough to boost income substantially, as expanding Chinese supply limits price rises.
The Overnight Report: Could Pigs Fly?
Apr 13 2016
Word is Saudi Arabia and Russia plan to reach an agreement on oil production before the Doha meeting. Oil and metal prices have jumped as a result. Dow up 164. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil, Copper, Gold And Gold Stocks
Apr 12 2016
Crude inventories; the CESCO conference and the copper outlook; economic data and gold; the outlook for Australian gold stocks.
The Overnight Report: Caution
Apr 12 2016
For the second session in a row, the Dow gave up a 150 point gain to close modestly changed, this time down 20. (Accessible only for subscribers before 10:15 AEST)
Material Matters: 2016 Outlook, Precious & Base Metals, Iron Ore And Steel
Apr 11 2016
Breakdown in mineral sands discipline; support for gold; copper vulnerable to downside; nickel still loss-makiing; Oz iron ore shipments decline; steel margins expand.
Rocky Road Ahead For Iluka Resources
Apr 11 2016
Iluka has reduced its zircon pricing for the June quarter, following on from competitor actions, and brokers observe the outlook is weak.
The Monday Report
Apr 11 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
