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: Precious Metals Plunge On Margin Increase
Nov 10 2010
A late notice from the CME that metals margins would be increased turned gold and silver around big time last night. Dow down 60.
Material Matters: The QE2 Bull Market, Plus Coal, Gold, Copper, Aluminium
Nov 09 2010
A glance through the latest expert views and predictions about commodities with both Macquarie and RBS Australia lifting resource exposure in model portfolios, Citi revising its coal estimates and reasons why copper, gold and aluminium could find support.
The Mineral Sands Boom
Nov 09 2010
Earlier than expected supply deficits in zircon and titanium oxide are sending prices through the roof, with producer Iluka enjoying enormous forecast earnings upgrades from brokers.
The Overnight Report: Europe Wobbles, Gold Takes 1400
Nov 09 2010
Renewed European debt fears gained momentum last night sending gold through US$1400 and the Dow down 37.
Material Matters: Copper A Winner Plus Bulks And Steel Orders Of Preference
Nov 08 2010
A glance through the latest expert views and predictions about commodities, with October’s price gains expected to continue, reasons copper can continue to run and Credit Suisse’s order of preference among Oz iron ore and steel plays.
Here Come The QE2 Commodity Price Upgrades
Nov 08 2010
One broker has been quick to move on QE2-based commodity prices changes and subsequent earnings forecast changes for BHP, Rio, Alumina and Iluka.
More Upside Potential For Emeco
Nov 08 2010
Emeco Holdings updated earnings guidance last week and the market received the news well, with brokers continuing to see value in the stock.
The Monday Report
Nov 08 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
What Chance A BHP Buyback?
Nov 05 2010
Canada’s initial knock-back of BHP’s Potash bid has been met with relief by the market, but is the market wrong to now assume a buyback ahead?
The Overnight Report: All The Way With Uncle Ben
Nov 05 2010
Forget “sell the fact”. Are stock and commodities markets now in a win-win situation? Big jumps last night including 220 points in the Dow would tend to suggest so. (Locked for subscribers until 10:00 AEDST)
