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: Nickel No Target, Gold Finding Support, BHP Meets Brokers
Jul 09 2010
A glance through the latest expert views and predictions about commodities with updates on the corporate attractiveness of Oz nickel producers, signs gold is finding support and an update from BHP’s CEO.
The Overnight Report: First Three-Day Rally Since April
Jul 09 2010
Lower jobless claims helped Wall Street build on Wednesday’s surge as risk appetite continues to return. Dow up 120.
Improving Zircon Market A Positive For Iluka
Jul 08 2010
Zircon market fundamentals are improving reports GSJB Were and BA Merrill Lynch has reinstated coverage on Iluka with a Buy.
The Overnight Report: Too Fast, Perhaps, Or Not
Jul 08 2010
A 274 point rally in the Dow may be welcome but not very convincing in many a view.
Value In Equities Even As Earnings Revised Lower
Jul 07 2010
While corporate earnings in Australia and globally are likely to be revised lower in coming months there still appears to be value in equities at current levels.
Copper Prices Not Reflecting Positive Medium-Term Outlook
Jul 07 2010
Copper prices have been relatively resilient in recent months but positive market fundamentals suggest upside for those with a longer-term view on the market.
Resource Sector Valuations Under The New Tax Proposal
Jul 07 2010
Analysts compare the impact of the new MRRT and PRRT tax proposals to the previous RSPT proposal.
The Overnight Report: Are We At The Bottom Of The Tide?
Jul 07 2010
Wall Street opened strongly last night, failed, and then kicked at the close. There is now a clear battle between buyers and sellers. Dow up 57.
Did Anyone Mention ‘Bearish’?
Jul 06 2010
Reuters chartist Wang Tao has published some very dire projections for the six months ahead.
Material Matters: Bad News For Nickel, New Tax Implications For Oz CSG, Plus Coal
Jul 06 2010
A glance through the latest expert views and predictions about commodities, with a resolution of labour strikes seen as bad news for nickel prices and more tax related reviews for Oz miners.
