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: Bonds On The Move
Oct 28 2016
Global bond rates are moving up as December approaches. Dow down 29. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Wild Ups And Downs
Oct 27 2016
Boeing up, Apple down, Dow up, Nasdaq down, oil down, then up, then down – Wall Street is all over the shop. Dow up 30. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Ups And Downs
Oct 26 2016
US earnings are still strong but guidance has disappointed, oil has slipped but metal prices have surged. Dow down 53. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Crude, Coal, Iron Ore, Alumina And Nickel
Oct 25 2016
Commodity demand rebound; crude challenges; thermal coal exports; blast furnace efficiencies; alumina price surge; nickel ore exports.
The Overnight Report: Merger Monday
Oct 25 2016
All talk on Wall Street was of mergers last night, with little else providing impetus. Dow up 77. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 24 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Bungling Along
Oct 21 2016
US earnings results continue to be mostly but not all positive while oil took a dip last night on expiry. Dow down 40. (Accessible only for subscribers before 10:15 AEST)
Policy Outcomes A Wild Card For Western Areas
Oct 20 2016
Western Areas has worked hard to maintain profitability in the face of sluggish nickel prices. The recent rally in nickel has brokers assessing the outlook for the miner.
The Overnight Report: Guarded Optimism
Oct 20 2016
More positive US corporate earnings reports and another jump in the oil price had Wall Street modestly higher last night. Dow up 40. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Earnings Revival
Oct 19 2016
After a positive start, it appears US earnings may even have posted net growth in the quarter. Dow up 75. (Accessible only for subscribers before 10:15 AEST)
