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 Monday Report
Sep 06 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: JP Morgan Bearish On Nickel, Alumina And Cotton
Sep 03 2010
A glance through the latest expert views and predictions about commodities with JP Morgan offering reasons to remain bearish on nickel, the alumina market’s transition to spot prices and why cotton prices should stay at elevated levels.
The Overnight Report: Wall Street Optimistic Ahead Of Jobs
Sep 03 2010
More positive data last night has Wall Street primed for good news tonight on the jobs front, as a late rally suggests. Dow up 50.
Material Matters: Base Metals And Oz Steel
Sep 02 2010
A glance through the latest expert views and predictions about commodities with JP Morgan on base metal prices, Macquarie on zinc and Deutsche offering its Oz steel preferences.
The Overnight Report: September Surge
Sep 02 2010
Wall Street cherry-picked the good news last night from China, Australia and locally to stage a 254 point Dow rally. (Locked for subscribers until 10:00 AEST)
September Usually Bearish For Equities, Better For Gold And Energy
Sep 01 2010
Barclays Capital has analysed seasonal trends for September and found the month tends to be bearish for equities and the US dollar but more positive for gold and energy prices.
The Overnight Report: 10,000 Still The Magnet
Sep 01 2010
Wall Street closed flat last night ahead of important data this week, with Dow 10,000 still the line in the sand.
Material Matters: Citi Lifts Iron Ore Forecasts, Plus NatGas, Aluminium and Zinc
Aug 31 2010
A glance through the latest expert views and predictions about commodities with Citi lifting iron ore price forecasts, updates on LNG and aluminium and RBS explaining why zinc prices have struggled.
Material Matters: Oil Forecasts Cut, Gold To Go Higher, Updates On Aluminium and Bulks
Aug 30 2010
A glance through the latest expert views and predictions about commodities with Barclays cutting oil price forecasts, Standard Bank still positive on gold prices and updates on the aluminium market and bulk contract negotiations.
The Monday Report
Aug 30 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
