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

Dec 13 2010

A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


Material Matters: Picks For 2011, Nickel and PCI Coal Updates

Dec 10 2010

A glance through the latest expert views and predictions about commodities with BA Merrill Lynch offering its picks for 2011, updates from commodity conferences and on nickel and PCI coal.


The Overnight Report: Who’s The Grinch?

Dec 10 2010

Wall Street can’t seem to get any Santa rally traction as Europe overhangs and China might be planning a policy change. Dow down 2.


QE Distraction

Dec 09 2010

BTIG Market Strategist Mike O’Rourke explains why equities, not commodities, are the place to be.


Copper, A Leading Risk Indicator

Dec 09 2010

ATW’s Jerry Simmons explains why investors should always watch what’s happening in the copper market.


The Overnight Report: All Over The Shop

Dec 09 2010

The big sell-off in US bonds was the focus last night while markets look out for a Chinese rate rise on the weekend. Dow up 13.


The Overnight Report: No We Can’t

Dec 08 2010

Wall Street opened stronger on confirmation the Obama Administration had compromised on tax cuts before a late sell-off wiped out the gains. Dow down 3.


Material Matters: Copper, Iron Ore, Coal And Oil, And Strategies For 2011

Dec 07 2010

A glance through the latest expert views and predictions about commodities, with buying not building a cheaper option for copper producers, positives for iron ore, coal and oil prices and some strategies for the coming year.


The Overnight Report: Bulls Fight Against Euro-Squabble

Dec 07 2010

What to do about Europe? The Europeans don’t seem to know. Uncertainty breeds weakness as the bulls try hard to drive the Bernanke gravy train. Dow down 19.


Material Matters: Ongoing Positives For Coal, Copper, Gold, Crude Oil

Dec 06 2010

A glance through the latest expert views and predictions about commodities, with bad weather offering some positives for coal, strong Chinese demand a positive for gold, upgrades for copper and revisions to energy price forecasts.



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