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
Next Week At A Glance
Jul 16 2010
A brief look at important company events and economic data releases next week.
The Overnight Report: Saved By The Well
Jul 16 2010
Late news from both BP and Goldman Sachs turned Wall Street around from economic data weakness last night. Dow down 7.
Rudi’s View: Two Trend Changes – The Charts
Jul 15 2010
Following on from yesterday’s Rudi’s View story, a brief update (with charts).
The Overnight Report: Taking A Rest
Jul 15 2010
The week-long rally found some profit-takers last night as the Fed poured cold water on recovery enthusiasm. Dow up 3. (Locked for subscribers until 10:00 AEST)
Material Matters: Tin Looking Bullish, Steel To Improve, Plus Production Report Surprises
Jul 14 2010
A glance through the latest expert views and predictions about commodities with Barclays still bullish on tin, steel’s outlook improving and who may deliver a quarterly production report surprise among Oz resource plays.
The Overnight Report: Six Days And Seven Percent
Jul 14 2010
Wall Street surged higher once more in the wake of positive initial earnings. Intel’s post-market result suggests a seventh consecutive rally tonight. Dow up 146.
Material Matters: Copper, Oil Price Risks And JP Morgan Reviews Commodity Prices
Jul 13 2010
A glance through the latest expert views and predictions about commodities, as Chinese copper import data disappointed and JP Morgan revised commodity price expectations.
The Overnight Report: Off To A Good Start
Jul 13 2010
Alcoa’s after-the-bell result beat expectations and that’s all that matters. Wall Street went nowhere all session as it waited. Dow up 18.
Bank Upgrade And Broker Conviction
Jul 12 2010
Macquarie believes the market is missing the point as it upgrades Westpac and revisits its conviction calls. RBC updates its resource sector preferences. Morgan Stanley looks at small caps.
The Monday Report
Jul 12 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
