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 06 2010

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


The Overnight Report: The Bulls Are Snorting

Dec 03 2010

A big jump in US pending home sales and at least some reassurance from the ECB had Wall Street running hard for a second consecutive session. Dow up 106.


Material Matters: Aluminum Vs Silver, Ag Commodities And Bulks

Dec 02 2010

A glance through the latest expert views and predictions about commodities with long aluminium / short silver seen as the trade for 2011 and updates on agricultural, bulk commodity and oil markets.


The Overnight Report: Uncle Ben The Global Saviour?

Dec 02 2010

Strong global manufacturing data and a solid private jobs report put Wall Street back into forward gear last night, and now there’s talk of the Fed printing money to help the IMF to save Europe. Dow up 250.


The Overnight Report: Europe Continues To Founder

Dec 01 2010

Wall Street was unable to shake off European concerns at the end of the month despite some positive economic data. Dow down 46.


Material Matters: Copper And Gold, Nickel And Steel

Nov 30 2010

A glance through the latest expert views and predictions about commodities with reasons offered why copper and gold can go higher, some new coverage of nickel stocks and an update on the global steel market.


What Odds A Rio Buyback?

Nov 30 2010

Rio Tinto tantalised investors at its seminars last week, but analysts do not necessarily see capital management in the shorter term.


The Overnight Report: Europe De-Rates

Nov 30 2010

German insistence that European sovereign bondholders will have to take a haircut after 2013 if needs be has forced a de-rating of all euro-debt despite the Irish bail-out. Dow down 39.


Material Matters: Palladium Positives And An Update On Rare Earth Elements

Nov 29 2010

A glance through the latest expert views and predictions about commodities with some positives identified for palladium, analysis of Chinese trade data and an update on the rare earth market.


The Monday Report

Nov 29 2010

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



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