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 Overnight Report: Commodity Chasers
Mar 08 2016
Ongoing rallies in commodity prices are driving markets higher, albeit Wall Street’s correlation to the oil price is fading. Iron ore goes nuts. Dow up 67. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Metals & Miners, Base Metals, Zinc, Tin And Indonesia’s Export Ban
Mar 07 2016
Self regulating mine supply; base metal malaise; zinc supply not tight enough; tin price rally likely short-lived; what if Indonesia lifts its export ban?
The Monday Report
Mar 07 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Bring On Jobs
Mar 04 2016
Wall Street stumbled through a second low volume session as tonight’s jobs numbers loom. Dow up 44. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Hanging In There
Mar 03 2016
Oil fell and then recovered last night, so Wall Street did as well. Dow up 34. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Forward March
Mar 02 2016
Global markets were off to a flyer yesterday on the first day of the new month. Dow up 348. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Month End Blues
Mar 01 2016
Wall Street slipped to a soft close for the end of month, ignoring a rally in oil. Dow down 123. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Feb 29 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Flying Pigs
Feb 26 2016
More talk of an emergency OPEC meeting turned oil around yet again and ensured Wall Street closed higher. Dow up 212. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Sugar, Thermal Coal, Zinc, Nickel And Bauxite
Feb 25 2016
Iron ore price rally; large bounce in sugar prices; bear case for thermal coal; zinc outlook brightens; and is Indonesia’s ore export ban set to reverse?
