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 Fear Of Fear Itself
May 20 2010
Of all the negative influences currently impacting on the Australian stock market, none is greater than “Oh God I’ve seen this movie before”.
The Overnight Report: Another Night, Another Rollercoaster
May 20 2010
The euro fell then bounced hard last night and Wall Street again followed suit, turning a 186 point down day in the Dow into only 66 points down.
Material Matters: Platinum Week In London, Zinc Oversold, Gold Forecasts Lifted
May 19 2010
A glance through the latest expert views and predictions about commodities with platinum, zinc and gold in focus.
Material Matters: Support For Gold, China Moving On Aluminium Overcapacity
May 18 2010
A glance through the latest expert views and predictions about commodities, with reasons why the gold price may find support and moves by China to address overcapacity in aluminium production.
Shifting Preferences
May 18 2010
Morgan Stanley added two more small caps to its coverage while strategists at DJ Carmichael and BA-ML shifted preferences.
The Overnight Report: Euro Finds Support, Wall Street Follows, Commodities Tank
May 18 2010
The euro fell to near US$1.22 last night before rebounding back to near $1.24. The Dow fell 180 points but closed up 5. Yet commodities were absolutely trashed. (Locked for subscribers until 10:00 AEST)
Material Matters: Henry Downgrades And the Oil Price Distortion
May 17 2010
A glance through the latest expert views and predictions about commodities, looking at current WTI oil price weakness, natural gas price weakness, and and the lastest forecast downgrades to account for the RSPT.
The Monday Report
May 17 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Limbo Of Uncertainty
May 14 2010
Strength on European markets belied an ever weakening euro while Wall Street struggled to justify further gains before losing its bottle in the last hour. Dow down 113. (Locked for subscribers until 10:00 AEST)
Material Matters: China, Euro, Commodities, Plus Gold
May 13 2010
A glance through the latest expert views and predictions about commodities with updates on the gold price outlook and the impact on commodities of Chinese and European economic conditions.
