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: Platinum, Oil, Copper And New Iron Ore Coverage
Aug 04 2010
A glance through the latest expert views and predictions about commodities with supply seen as the key to platinum prices, oil prices expected to consolidate above US$80 and some new coverage of Oz iron ore plays.
The Overnight Report: US Consumer In The Frame
Aug 04 2010
Weak data and mixed earnings results at the consumer level took the gloss of Monday’s rally last night. Dow down 38. (Locked for subscribers until 10:00 AEST)
Material Matters: Outlook Improving For Base Metals, Citadel An Undervalued Copper Play
Aug 03 2010
A glance through the latest expert views and predictions about commodities with an improving outlook for base metal prices and Morgan Stanley seeing Citadel as an Undervalued copper exposure.
The Overnight Report: Stocks, Metals Surge On Thin Air
Aug 03 2010
Not too negative data had Wall Street on the fly on thin volume last night with metal prices following suit. Dow up 208.
China July PMI Dips Below 50
Aug 02 2010
As predicted by FNArena, the monthly HSBC/Markit PMI Survey for Chinese manufacturers dipped below 50 in July.
August Usually Good For Oz Equities And For Oil
Aug 02 2010
Barclays notes seasonal trends are positive for Australian equities and oil prices in August, but the Australian dollar tends to find the going a bit tougher.
The Overnight Report: Stalemate
Jul 30 2010
Neither the buyers or the sellers can gain the upper hand in this market as a rollercoaster ride ends with the Dow down 30.
Material Matters: Nickel, Platinum, Gold and Malt
Jul 29 2010
A glance through the latest expert views and predictions about commodities including bearishness on nickel, questions over platinum and gold, and positive market conditions for Gaincorp.
The Overnight Report: Waiting For GDP
Jul 29 2010
Having stalled on Tuesday, Wall Street could only drift off last night with little positive impetus ahead of Friday’s GDP release. Dow down 39. (Locked for subscribers until 10:00 AEST)
Material Matters: Metal Prices In 2011, Shell And Woodside, Coal And Gas
Jul 28 2010
A glance through the latest expert views and predictions about commodities with a Reuters survey showing analysts rmeain positive on metal prices for 2011, Oz producers the big winners in iron ore and updates on energy markets both in Australia and the US.
