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
Better Times Ahead For Zinc and Lead Prices
Jun 17 2010
Both zinc and lead prices have fallen heavily in recent months but analysts at Hallgarten suggest better times are ahead for both metals.
Material Matters: Positive Factors For Nickel, Oil and Gold
Jun 16 2010
A glance through the latest expert views and predictions about commodities with analysts identifying positives for nickel, oil and gold.
Material Matters: Mixed Fundamentals
Jun 15 2010
A glance through the latest expert views and predictions about commodities, with aluminium and zinc prices suggestive of production cutbacks and potential for upside in iron ore and oil prices.
Lower Metals Prices Are Hurting High Cost Producers
Jun 11 2010
Following a month where base metal prices fell and precious metal prices rose Barclay Capital has updated its views on the outlook for both metal classes.
Material Matters: Aluminium, Coal And Basic Materials
Jun 10 2010
A glance through the latest expert views and predictions about commodities with signs aluminium prices may be near a bottom, adjustments to coal sector earnings and basic materials yield plays.
Material Matters: Coal, Gold, Iron Ore and Aluminium
Jun 09 2010
A glance through the latest expert views and predictions about commodities, with updated forecasts for coal and comments on potential developments in the gold, iron ore and aluminium markets.
Material Matters: Value In Commodity Stocks, Steel Included
Jun 07 2010
A glance through the latest expert views and predictions about commodities, with value seen in both industrial metal stocks and Australian steel plays.
Nickel, The Leader?
Jun 07 2010
Is nickel once again leading the way for the broader base metals complex?
The RSPT And The Risk-Free Rate
Jun 04 2010
Macquarie examines the potential RSPT impact on Australia’s GDP while GSJB Were notes the critical earnings impact of the “super” threshold.
The Overnight Report: Two In A Row
Jun 04 2010
The Dow closed up only 5 points, but it is still the first two-day winning streak since April. The S&P 500 was up a more definitive 0.4%. All quiet ahead of jobs tonight.
