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 Monday Report

Dec 07 2015

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


The Overnight Report: Draghi Disappoints

Dec 04 2015

QE extended, but not by the quantum the market was anticipating. US dollar tanks. Dow down 252. (Accessible only for subscribers before 10:15 AEST)


Lithium Australia Gleams With Potential

Dec 03 2015

Lithium is in the spotlight as its price holds up amid weakness in other minerals. Hallgarten & Co zooms in on a key player, Lithium Australia.


The Overnight Report: Life After Forty

Dec 03 2015

Oil and iron ore prices threatened to each breach US$40 last night as a mass shooting in California set US markets on edge. Dow down 158. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Dashing Through The Snow

Dec 02 2015

It’s December – time to buy. Dow up 168. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Eyes On China

Dec 01 2015

Global markets are nervously looking for any further signs of weakness in China’s market and economic data as Wall Street awaits this week’s jobs numbers. Dow down 78. (Accessible only for subscribers before 10:15 AEST)


Material Matters: China, Base Metals, Tin, Mineral Sands And Resource Equities

Nov 30 2015

Macquarie’s visit to China; Is there hope for base metals?; tin can trade lower; Credit Suisse extends weak forecasts for mineral sands; Deutsche Bank searches for resources upside.


The Monday Report

Nov 30 2015

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


The Overnight Report: Thanks

Nov 27 2015

Wall Street was closed overnight but metals prices staged another rally. (Accessible only for subscribers before 10:15 AEST)


South32 Facing Difficult Choices

Nov 26 2015

South32 is expecting weak commodity prices will prevail for at least two more years, instigating a review of loss-making assets while making the most of its best performers.



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