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
Medium Term Base Metal Fundamentals Still Supportive
Feb 28 2011
While high expectations mean prices could correct shorter-term, fundamentals continue to be supportive for base metal prices.
The Monday Report
Feb 28 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Rumours Fly
Feb 25 2011
Oil and stocks rocked and rolled last night on the Twitter-flow of rumours out of Libya. Dow down 37. (Locked for subscribers until 10:00 AEDST)
Material Matters: Bulks, Copper, Zinc And Chinese Tightening
Feb 24 2011
A glance through the latest expert views and predictions about commodities with a push for monthly coal contracts, positive fundamentals for copper and iron but not zinc and an assessment of the impact of Chinese monetary policy on commodity prices.
The Overnight Report: Saudi Scramble
Feb 24 2011
Saudi Arabia has moved to head off revolt with a huge social assistance package while the madman is still ranting in Libya. Oil surged last night, Wall Street fell. Dow down 107. (Locked for subscribers until 10:00 AEDST)
(Most) Small Miners No Longer Attractive, Citi Concludes
Feb 23 2011
Fully valued with pockets of value. Such is Citi’s view on small miners in Australia. Small industrials have thus become the new focus.
The Overnight Report: Wall Street Catches Up
Feb 23 2011
Having missed a session for Presidents’ Day, Wall Street’s 2% plunge last night brought it into line with world markets in reaction to the Libyan situation. Dow down 178.
Nickel: Short Term Gain, Long Term Pain?
Feb 22 2011
Some in the market are expecting nickel to be in deficit this year, but not everybody is convinced.
The Overnight Report: Libyan Fallout
Feb 22 2011
With the US closed, stocks in Europe fell as the death toll mounted in Libya.
The Monday Report
Feb 21 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
