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 Overnight Report: Over To Janet
Mar 16 2016
It was another low volume session on Wall Street ahead of tonight’s Fed statement although the Dow did recover from 100 point down to close up 22. (Accessible only for subscribers before 10:15 AEST)
Caution Urged Amid Resources Rally
Mar 15 2016
Brokers unravel the prospects for resources in 2016, finding little in the way of supply/demand fundamentals to underpin the current rally.
Material Matters: Commodity Outlook, Electricity, Iron Ore And Nickel
Mar 15 2016
Is the worst of the downturn over?; China’s electricity consumption; iron ore rally may run out of puff; nickel moving into deficit.
The Overnight Report: Central Bank Watch
Mar 15 2016
Wall Street went quiet last night in the wake of the ECB-inspired rally, awaiting both the BoJ and Fed. Dow up 15. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Mar 14 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Confusion Reigns
Mar 11 2016
What did Draghi mean? Dow up a hundred, down two hundred, and back again. (Accessible only for subscribers before 10:15 AEST)
Lithium On The Move
Mar 10 2016
The Mt Cattlin lithium JV between Galaxy Resources and General Mining Corp has received a boost from an offtake agreement for 2016 and 2017 production.
The Overnight Report: Waiting For Mario
Mar 10 2016
Wall Street was quiet last night ahead of tonight’s ECB meeting but oil rediscovered its strength. Dow up 36. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: False Dawn
Mar 09 2016
Analysts have poured cold water on the commodity price rebound as China posts shocking trade data. Dow down 109. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Exploration, Metals, Zinc, Steel And Contractors
Mar 08 2016
Trends in worldwide exploration; metal prices rebound; zinc outperforms; steel demand up; contractors being re-rated.
