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: The Rising Problem
Apr 08 2016
Suddenly Wall Street is concerned about the rise in the yen, and the subsequent prospect of Japanese rates going even further into the negative. Dow down 174. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Oil Fights Back
Apr 07 2016
A surprise fall in weekly US crude inventories sent oil higher last night and the old correlation kicked back in. Dow up 112. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Be On Your Lagarde
Apr 06 2016
The IMF weighed into the slowing global growth story last night with an endorsement of negative interest rates, sending bond yields tumbling. Dow down 133. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Aluminium, Australian Resources And Steel & Scrap
Apr 05 2016
Mixed signals for copper; aluminium prices under threat; specific commodity exposure more critical for Australian resources; a steel & scrap rally.
The Overnight Report: Marking Time
Apr 05 2016
Wall Street was relatively quiet last night as traders look ahead to the beginning of earnings season next week. Dow down 55. (Accessible only for subscribers before 10:15 AEST)
Better Funded Western Areas Dependent On Nickel Recovery
Apr 04 2016
Western Areas has chosen to alleviate its balance sheet pressure with a capital raising but the key question remains. When will the nickel price recover?
The Monday Report
Apr 04 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Wild Quarter
Apr 01 2016
Wall Street ended a very wild quarter with a whimper ahead of tonight’s jobs numbers. Dow down 31. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Crude Oil, Copper And Aluminium
Mar 31 2016
What will it take for crude to rise?; focus on copper to return to China & production; divergence in aluminium prices.
Material Matters: China & The Commodity Outlook, Coal And Copper
Mar 30 2016
Revenue trends in China; Chinese resources demand; hard times for coal; speculative buying in copper.
