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 Overnight Report: Take A Breather
Mar 23 2011
Wall Street sat on the bench last night after several sessions of turmoil, amassing very little volume. Dow down 17.
The Overnight Report: Take A Breather
Mar 23 2011
Wall Street sat on the bench last night after several sessions of turmoil, amassing very little volume. Dow down 17.
Material Matters: Base Metals, Gold, Energy And Bulks
Mar 22 2011
A glance through the latest expert views and predictions about commodities with updates on base metal and gold markets and what the Japanese disaster may mean for energy and bulk markets.
The Overnight Report: The Upside Of War
Mar 22 2011
No further deterioration at Fukushima and attacks on Libyan forces heartened Wall Street last night and allowed a continuation of the bounce. Dow up 178.
Hot Chili Building Towards Re-Rating
Mar 21 2011
DJ Carmichael anticipates a re-rating for junior copper explorer Hot Chili.
The Monday Report
Mar 21 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Enery Substitution, Oz Steel, Oil Upgrades, Copper, Silver and Gold
Mar 18 2011
A glance through the latest expert views and predictions about commodities with Japan’s crisis expected to see energy substitution, Oz steel plays, oil price upgrades, a view on copper and silver relative to gold.
The Overnight Report: No New News Is Good News
Mar 18 2011
The newsflow slowed to a trickle last night regarding the nuclear threat, so Wall Street concentrated on other matters and became more bold. Dow up 161.
Material Matters: Short-Term Issues For Metals Prices
Mar 17 2011
A glance through the latest expert views and predictions about commodities, with current threats to global growth viewed as likely to weigh on metal prices short-term.
The Overnight Report: Alarmist Comments Fuel Stock Meltdown
Mar 17 2011
Everyone’s suddenly an expert, and conflicting information had Wall Street on an hour by hour rollercoaster last night. Dow down 225.
