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: A Healthy Sell-Off
Nov 17 2010
The correction on Wall Street accelerated last night with a drop in China and more Irish angst sufficient excuse to cash in risk trades. Commodities cop a shellacking, Dow down 178.
Material Matters: QE2, Base Metals, Thermal Coal
Nov 16 2010
A glance through the latest expert views and predictions about commodities with arguments in favour of further gains in base metals and thermal coal, plus more.
The Overnight Report: Struggling To Gain Traction
Nov 16 2010
A strong retail sales result had Wall Street in buying mode last night but the sellers won out in the end. Dow up 9.
Material Matters: Commodity Fundamentals Still Constructive, Some Caution On Silver Prices
Nov 15 2010
A glance through the latest expert views and predictions about commodities, with reasons for optimism with respect to commodity prices but some cause for caution on silver.
Fauxflation
Nov 15 2010
BTIG market strategist Mike O’Rourke believes investors had become a bit too excited about QE2.
The Monday Report
Nov 15 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Hey Pancho!
Nov 12 2010
Cisco Systems’ biggest share price drop in sixteen years dragged Wall Street lower as the Irish debt cauldron continues to bubble. Dow down 73.
Westpac Sees Booms And Busts Ahead For Australia
Nov 11 2010
Westpac has attempted an extensive global and local economic forecasting exercise out to 2020 with somewhat of a roller coaster implied.
The Overnight Report: China In The Frame
Nov 11 2010
Wall Street reversed a sharp opening loss in lockstep with a reversing US dollar last night ahead of the G20. Dow up 9.
Material Matters: Index Re-Weightings, Plus Miners With Cash
Nov 10 2010
A glance through the latest expert views and predictions about commodities with potential impacts from commodity index fund re-weightings, Citi looking at how miners will use excess cash and UBS suggesting iron ore could stay stronger for longer.
