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: Commodity Markets, Gold, Resources & Energy Stock Previews

Feb 11 2016

Outlook for commodities; rally in gold; and expectations for the upcoming reports from miners and energy companies.


The Overnight Report: Each Way Bet

Feb 11 2016

Yellen has likely killed off a March rate hike, but not hikes altogether. Dow down 99. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Fear And Loathing

Feb 10 2016

Wall Street was all over the shop last night as fear fought against “oversold” commentary, particularly regarding the financial sector. Dow down 12. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Global Banks Under Pressure

Feb 09 2016

European banks are faring the worst as rates turn negative following weakness in China and oil. Dow down 177. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Feb 08 2016

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


The Overnight Report: Reality Bites For Oil

Feb 05 2016

The oil price rebound appeared to exhaust itself last night, while weak US data again reduced any possibility of another Fed rate hike. Dow up 79. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Midnight Oil

Feb 04 2016

An oil price rebound turned Wall Street on a dime last night in a wild session which saw the US dollar tank. Dow up 183. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Don’t Mention the R-Word

Feb 03 2016

Another fall in oil and a big fall in US bond rates last night signal a world preparing for a more pronounced global slowdown. Dow down 295. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Sluggish Demand Growth, Copper, Alumina, Oil And Steel

Feb 02 2016

Metals likely the first to turn up; copper outlook; alumina outlook; seasonal rally in oil; and has peak steel passed?


The Overnight Report: Fedspeak Follies

Feb 02 2016

Dovish commentary from a Fedhead managed to turn Wall Street around last night despite another plunge in oil prices. Dow down 17. (Accessible only for subscribers before 10:15 AEST)



Analyse The Market From A Different Angle