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
Material Matters: More To Like About Copper, Not So For Iron Ore And Oil
Aug 10 2010
A glance through the latest expert views and predictions about commodities, with positive fundamentals identified for copper but some caution on oil and iron ore prices given recent market moves.
The Overnight Report: Awaiting The Fed
Aug 10 2010
Wall Street was eagerly anticipating QE2 last night, on minimal volume. Dow up 45.
Material Matters: Commodity Indices, Citi Positive On Metals, Oz Coal Takeover Multiples
Aug 09 2010
A glance through the latest expert views and predictions about commodities with Deutsche Bank on new commodity indices, Citi positive on metal prices and Credit Suisse looking at transaction multiples in Oz coal stocks.
Industrials Priced For Disappointment, Construction Stalling
Aug 09 2010
Deutsche suggests the reporting season offers upside for Industrial stocks while DJ Carmichael argues construction has a quiet year ahead. Merrill Lynch chimes in.
The Monday Report
Aug 09 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Zircon Forecasts Lifted, Iron Ore Potential And Copper Arbitrage
Aug 06 2010
A glance through the latest expert views and predictions about commodities, with Goldman Sachs lifting its zircon estimates, analysts updating on the natural gas and iron ore markets and arbitrage activity in copper.
Rio Tinto Interim Lifts Broker Expectations
Aug 06 2010
Rio Tinto delivered a better than expected interim result and along with increasing earnings estimates brokers are viewing favourably the company’s return to a focus on growth.
The Overnight Report: All Quiet Ahead Of Jobs
Aug 06 2010
Wall Street hung slightly lower all session on little volume. Dow down 5. (Locked for subscribers until 10:00 AEST)
Material Matters: Copper And Oil Outlooks Still Favourable, Minor Adjustments In Steel
Aug 05 2010
A glance through the latest expert views and predictions about commodities, with fundamentals looking positive for both copper and oil and Deutsche Bank highlighting some scope for minor changes to estimates in the steel sector.
The Overnight Report: Mixed Signals
Aug 05 2010
Tuesday night saw weak economic data and earnings, and last night saw the opposite. Reverse everything, Dow up 44.
