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: Mining’s Importance, Chinese Rebates And Forecast Price Increases
Jun 30 2010
A glance through the latest expert views and predictions about commodities, with Macquarie looking at the impact on Australian growth of mining sector investment, how Chinese policy changes could impact and Deutsche updating its commodity sector forecasts.
The Overnight Report: Confidence Expires
Jun 30 2010
Low leading indicator and confidence readings in China and the US broke the dam of building disquiet last night sending risk assets tumbling. Dow down 268.
Material Matters: More On RSPT And Zinc, Plus Higher Gold Price Forecasts
Jun 29 2010
A glance through the latest expert views and predictions about commodities, with Macquarie offering insights on zinc, CS lifting gold price forecasts, plus more.
Gartman Finds Market Action In US Equities ‘Disconcerting’
Jun 29 2010
Dennis Gartman finds market action for US equities disconcerting. He advocates investors should err to the side of caution.
Head And Shoulders For NatGas, And For Aluminium
Jun 29 2010
Head-and-shoulders formations, they’re everywhere this month. Try natural gas and aluminium.
The Overnight Report: Lack Of Conviction
Jun 29 2010
Wall Street meandered on thin volume last night as investors search for a reason to move either way. Dow down 5.
Material Matters: Thermal Coal, Oil And Oz Iron Ore and Nickel Markets
Jun 28 2010
A glance through the latest expert views and predictions about commodities including evidence of strong thermal coal demand, positive signs for oil prices and the implications of recent announcements in the iron ore and nickel markets.
The Monday Report
Jun 28 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: RSPT Amendments, Positive Palladium Fundamentals And A Rare Earth Exposure
Jun 25 2010
A glance through the latest expert views and predictions about commodities with RBS seeing scope for amendments to the RSPT, palladium fundamentals viewed positively and a rare earth initiation.
The Overnight Report: Not Hanging In There
Jun 25 2010
In what seems like a delayed reaction, Wall Street took a tumble last night as fears of a fresh global slowdown grew. Dow down 145.
