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
Model Portfolios And Potential Earnings Surprises
Jun 03 2010
UBS has made minor changes to its model portfolio to reflect May market action, while RBS has identified potential ASX100 earnings surprises in August’s reporting season.
Chinese Buying Wave Coming After June
Jun 03 2010
Chinese destocking of base metals will conclude in June, says Barclays Capital, and imports will return “en masse”.
The Overnight Report: Another Deceased Feline?
Jun 03 2010
Home sales figures were merely the excuse that sparked another rare rally last night, as value-buying gave way to a short-covering rush. Dow up 225.
The Overnight Report: Reasons Not To Be Cheerful
Jun 02 2010
Weak manufacturing data, the Israeli attack, hurricane forecasts, and a growing appreciation of the extent of the Gulf oil disaster weighed on markets last night. Dow down 112. (Locked for subscribers until 10:00 AEST)
China: Manufacturing, Property And Commodity Destocking
Jun 01 2010
As May’s Chinese manufacturing data are released, analysts question the Chinese property “crash”and the the risk of China now drawing on its own commodity stockpiles, rather than buying more.
Earnings Downgrades To Drive Further Weakness?
Jun 01 2010
Investors are currently nervous and FY11 earnings estimates may be too high but Citi still sees value in equities at current levels, while GSJB Were outlines its current preferences.
What History Tells Us About June
May 31 2010
Barclays Capital note June tends to be a mixed month across all asset classes, a trend it expects will continue this year.
The Monday Report
May 31 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Wizard Flags Possible Bottom For Resources
May 28 2010
With the big diversified and smaller miners closing well bid yesterday, the Wizard believes a bottom may have formed. Watch Monadelphous.
The Overnight Report: At Last, A Good Day For Wall Street
May 28 2010
It only needed China to deny it was looking to dump the euro to release pent up buying demand last night. Dow up 284. Aussie surges three cents.
