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: April High Again Proves Resistant
Oct 26 2010
The Dow jumped to exceed its April peak last night on home sale data before meeting selling once more. Dow up 31.
New Research Initiations On ASX-Listed Companies
Oct 25 2010
Both Credit Suisse and Morgan Stanley have added coverage on Australian companies today, while Macquarie has cut iSoft from its coverage universe.
Copper Talk
Oct 25 2010
Ahead of the Herd’s Rick Mills finds there are plenty of reasons why copper should be on every investor’s radar.
The Monday Report
Oct 25 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Resistance At The Peak
Oct 22 2010
Wall Street attempted another run-up towards the April peak last night but failed before a dollar bounce compounded the pullback. Dow up 38. (Locked for subscribers until 10:00 AEDST)
Downgrades And Consolidation In The Copper-Gold Space
Oct 21 2010
PanAust and OZ Minerals have copped a broker downgrade beating while Kingsgate has moved to fill the void left by Lihir.
Correction Bells Sounding For Copper
Oct 21 2010
Despite Wednesday’s price action, Barclays’ technical analysts believe there are reasons to believe copper is due for a larger correction.
The Overnight Report: All Is Forgiven
Oct 21 2010
Wall Street reversed its earlier reaction to the Chinese rate hike last night and savoured several strong earnings reports. Dow up 129.
Material Matters: Caution On Aluminium And Silver
Oct 20 2010
A glance through the latest expert views and predictions about commodities with UBS revising commodity price forecasts higher, plus some reasons for caution on aluminium and silver.
The Overnight Report: NY Fed Suing Bank Of America
Oct 20 2010
The Chinese rate rise pushed up the US dollar last night sending stocks down ahead of news the NY Fed is suing BofA. Dow down 165.
