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: Oz Tax Review And A Short Term Correction
Apr 28 2010
A glance through the latest expert views and predictions about commodities, with BMO revising its commodity price forecasts and Citi seeing only limited impact from any review of the Oz tax system.
Shanghai Weakness Weighing On Commodities
Apr 28 2010
Equities in Shanghai are falling below technical support levels, weighing on sentiment for commodities.
The Overnight Report: Greece Downgraded To Junk, Markets Tank
Apr 28 2010
S&P downgraded Greek debt to below investment grade last night and took Portugal’s rating down two notches. Dow down 213.
Material Matters: Base Metal Positives And Iron Ore Questions
Apr 27 2010
A glance through the latest expert views and predictions about commodities, with commentary on lead, nickel and copper among the base metals and some reasons for caution on iron ore.
The Monday Report (On Tuesday)
Apr 27 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Back From The Greek Brink
Apr 23 2010
Wall Street managed to reverse an early plunge last night on vague EU assurances and some comfort from the President. Dow up 9. (Locked for subscribers until 10:00 AEST)
Mincor – Nickel’s Quiet Achiever
Apr 22 2010
Leading nickel producer Mincor likes to focus on steady shareholder returns through the cycles, frustrating analysts who expect all companies to maximise leverage, but pleasing long term shareholders.
Small Caps With Upside
Apr 22 2010
Morgan Stanley has identified some more small cap companies where it sees value, while Macquarie has Boart Longyear on its Marquee Ideas list.
The Overnight Report: Greece Weighs On Australia
Apr 22 2010
Another big sell off in Greek bonds had traders exiting the Aussie last night as the SPI Overnight headed south despite a flat close on Wall Street.
The Overnight Report: She’s Apples
Apr 21 2010
Positive earnings results including a cracker from Apple last night sent Wall Street towards its highs again. Dow up 25.
