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: Plan B Socialises The System
Sep 26 2008
The Dow rallied 200 points as The Plan moved another inch closer to agreement, but it is a very watered down model that Paulson may have to accept.
The Overnight Report: The Day That No One Traded
Sep 25 2008
All financial markets were as good as unchanged last night as the world goes into limbo. A resolution on The Plan does not yet look imminent. (Locked for subscribers until 10:00 AEST)
Commodity Prices Will Continue To Weaken
Sep 24 2008
ANZ expects commodity prices will continue to trend lower in coming months, with the direction of the US dollar a key variable at present.
Copper Outlook Concerning
Sep 24 2008
Weaker Chinese consumption and growing stockpiles is likely to put pressure on copper prices.
The Overnight Report: Dilly, Dally, Down
Sep 24 2008
The Dow managed to hold square by 3pm but a lack of progress on Capitol Hill saw a late sell-off of another 161 points. (Locked for subscribers until 10:00 AEST)
The Overnight Report: Show Me The Money
Sep 23 2008
The Dow fell 372 points as Paulson’s plan was met with uncertainty. The US dollar was trashed. Oil made an artificial spike.
Rudi On Thursday
Sep 22 2008
Weekly musings by your editor. The dangers and perils of using stockbroker research reports as a tool for investment decisions.
The Overnight Report: In Brief
Sep 20 2008
Another 368 points in the Dow. Heavy volume. The world awaits.
The Overnight Report: No More Spot-Fires, Let’s Go For The Inferno
Sep 19 2008
The US Treasury has a plan that will involve rescuing the entire financial system, not just those institutions which look like failing. A snap short-covering rally sent the Dow up 410 points. (Locked for subscribers until 10:00 AEST)
The Overnight Report: Flight To Safety
Sep 18 2008
Fear gripped Wall Street last night as corporate bond markets crashed and investors rushed out of equities and into Treasuries and gold. The Dow was down 450 and gold up over US$80.
