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: Gradualism Rules, Eventually
Mar 30 2016
Janet Yellen has surprised markets by insisting caution is required with regard to Fed policy, thus silencing the dissenters. Dow up 97. (Accessible only for subscribers before 10:15 AEST)
South32 Outlook Uncertain Despite Cost Cuts
Mar 29 2016
South32 has been re-rated by various brokers over the past month as they factor in the company’s efforts along with the outlook for commodity prices.
The Monday Report (On Tuesday)
Mar 29 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Weekly Broker Wrap: Drones, Electric Vehicles, OncoSil, Insurance, Think Childcare And Banks
Mar 24 2016
Drone potential; Electric vehicles and copper; Bell Potter initiates on OncoSil; Challenges for established insurers; Canaccord Genuity initiates on Think Childcare; bank margins.
The Overnight Report: April Fools?
Mar 24 2016
Talk of dissent at the Fed and a push for an April rate hike helped to send commodity prices south last night. Dow down 79. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Terror Returns
Mar 23 2016
Global financial markets are becoming increasingly inured to terror attacks. Dow down 41. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Where To Now?
Mar 22 2016
As the dust settles on a fresh round of global central bank policy adjustments, stock markets are looking for the next driver. Dow up 21. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Mar 21 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Day After
Mar 18 2016
As the greenback continued to fall post-Fed, Wall Street continued to rally. Dow up 155, to be positive for 2016. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: The Fed Meets The Market
Mar 17 2016
First they said four, but the market said two, so now they say two. Dow up 74. (Accessible only for subscribers before 10:15 AEST)
