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 Ground Is Shifting For Tectonic Resources
Jun 24 2010
Twenty-first century metallurgical advances have liberated the value of an extensive gold-copper resource at Ravensthorpe for junior miner Tectonic Resources.
The Overnight Report: Hanging In There
Jun 24 2010
Despite Tuesday’s technical break-down, Wall Street managed to hold up last night in the face of very weak housing data and a more sober outlook from the Fed. Dow up 4.
Material Matters: CNY And Commodity Prices, Oz Steel Updates
Jun 23 2010
A glance through the latest expert views and predictions about commodities with a return to Chinese currency appreciation unlikely to have a significant impact on commodities plus some updates to forecasts for Oz steel sector plays.
Morgan Stanley Downgrades On RSPT Hangover
Jun 23 2010
Price targets and ratings have been changed as mining analysts at Morgan Stanley incorporate RSPT hangover in their models.
Rocky Road For Markets Heading Into Third Quarter
Jun 23 2010
Q3 is shaping up as a highly volatile quarter dominated by economic data and government decisions, argue Gain Capital’s Brian Dolan and Jane Foley.
The Overnight Report: Fear Rebuilding
Jun 23 2010
A weak US housing number added to a growing renewal of general concern last night as the S&P500 fell through its 200-day moving average amidst weak volume. Dow down 148. (Locked for subscribers until 10:00 AEST)
Rudi’s View: China’s Well-Timed PR Exercise
Jun 21 2010
Saturday’s PBoC announcement is above anything a well-timed PR exercise. The world needs more to sustain today’s rally in risk assets.
RBS Likes Resources, So Does Citi (But CS Hates Infigen)
Jun 21 2010
In reports written prior to the latest RMB events, both RBS and Citi stated their value attraction to Australian resources stocks. CS updated its small cap preferences.
Mining, Construction And Transport Driving Australian Economy
Jun 18 2010
According to CommSec the latest Australian jobs growth data showed the mining, construction and transport sectors have returned as the primary drivers of the Australian economy.
Material Matters: LNG Supply Expectations Lowered, Opportunities In Resources
Jun 17 2010
A glance through the latest expert views and predictions about commodities, with Barclays lowering its expectations for LNG supply and Macquarie seeing opportunities in the resources sector.
