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
Special Div From CSR?
Nov 04 2010
CSR has delivered lower than expected interim result but the sale of the sugar division and potential capital management remain as catalysts.
The Overnight Report: What A Fizzer, But We Do Have Parity
Nov 04 2010
Well at least the QE2 revelation, which was sufficiently in line with expectation, is now behind us. Dow up 26, Aussie now worth more than the greenback.
The Overnight Report: All Hail The Grand Old Party
Nov 03 2010
Anticipation of a Republican landslide along with QE2 comfort pushed stocks higher and the US dollar lower last night. Dow up 64.
Material Matters: How Important An ETF For Copper?
Nov 02 2010
A glance through the latest expert views and predictions about commodities, with an argument for short-term weakness in copper prices before the uptrend resumes.
The Overnight Report: Argy-Bargy And A Flat Result
Nov 02 2010
The Dow was both up 125 and down 55 last night before closing flat as the buyers and sellers battled it out ahead of this week’s major events. Dow up 6.
The Monday Report
Nov 01 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Jostling For Position
Oct 29 2010
Another big drop in the US dollar suggested QE2 positioning last night but stocks were unmoved. Dow down 12.
Material Matters: Ag Commodities Rising, As Is Global Steel Production
Oct 28 2010
A glance through the latest expert views and predictions about commodities with Barclays seeing China as a driver of ag commodity markets, September trade data for China and forecasts for higher global steel output this year.
The Overnight Report: Please Can We Just Get QE2 Out Of The Way?
Oct 28 2010
More talk from the “not quite as big as you think” camp on QE2 had the US dollar up and stocks down last night. Dow down 43.
The Overnight Report: A World Of Confusion
Oct 27 2010
Mixed data and earnings reports left Wall Street directionless last night. Dow up 5.
Analyse The Market From A Different Angle
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