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)
