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
Nickel Remains In Outperformance Mood
Mar 29 2010
Nickel’s once again outperformed its peers on Friday. Now, chartists are really getting excited.
The Monday Report
Mar 29 2010
A wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Euro Weighs On Commodities Outlook
Mar 26 2010
Short term views on commodities and precious metals are hastily revised across the globe as the euro reverses direction.
The Overnight Report: Trichet Spits The Dummy
Mar 26 2010
Just when it looked a Greek rescue plan was in the bag, the ECB slammed the EU and spooked Wall Street, turning a 120 point Dow rally into a flat session.
More Iron Ore Upside, Plus The Return Of M&A
Mar 25 2010
More analysts weigh in to the commodity price forecasting debate. A follow-up to yesterday’s “Remember The Super-Cycle”.
Base Metals Outlook All About China And Sustainability
Mar 25 2010
China remains the driver of base metal prices at present and mixed views on the sustainability of its buying means some variation in price forecasts.
Iluka’s Iron Ore Upside
Mar 25 2010
Morgan Stanley has upgraded mineral sands miner Iluka with reference to its sometimes overlooked iron ore royalties.
The Overnight Report: Greenback Soars
Mar 25 2010
Portugal is back in the spotlight, Greece is unresolved, a US Treasury bond auction went very poorly last night and US economic data were not great either. Of course you’d buy the dollar. Dow down 52.
Remember The Super-Cycle?
Mar 24 2010
Call it the “super-cycle”, call it “stronger for longer” or call it neither, but post-GFC analysts are back arguing strong upside for commodity prices from here.
The Overnight Report: Momentum Builds
Mar 24 2010
Are investors now worried they’re missing out? Dow up 102.
