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: Goldman Spooks The Market
Jun 18 2008
The Dow fell over 100 after Goldman Sachs warned of more weakness in financials and the PPI provided food for thought.
Undervaluing Rio Tinto
Jun 17 2008
One broker argues that BHP will need to move quickly to secure Rio before the world wakes up to the value of long-life resource assets. How much is Rio really worth? And, for that matter, BHP?
The Overnight Report: Wild Oil And A Calm Tiger
Jun 17 2008
The Dow closed slightly lower last night having fluctuated on a wild ride in the oil price.
Short-Term Outlook For Nickel Price Improved
Jun 16 2008
Lost supply from Australian producers and scope for a technical bounce from oversold levels suggest some short-term upside for nickel prices.
The Overnight Report: Relief
Jun 14 2008
The Dow rallied 165 points on Friday on yet another unremarkable CPI number, while oil slipped and Lehman returned from the grave.
The Overnight Report: Oil Scuppers Rally Attempt
Jun 13 2008
The Dow shot out of the blocks on the retail sales figure, but closed only 57 points higher as the oil price weighed in.
Stronger US Dollar To Weigh On Commodity Prices
Jun 12 2008
ANZ Bank suggests signs the US dollar is bottoming implies commodity prices may trend lower in the short and medium-term. Any falls are believed unlikely to be significant.
The Overnight Report: Stability More Tenuous
Jun 11 2008
The Dow finished as good as unchanged as inflation talk took the US dollar up, oil down some more and gold down a lot.
The Overnight Report (Monday): Tenuous Stability
Jun 10 2008
The Dow managed to recover 70 points as oil fell back US$4, but the broader indices were not as positive.
The Overnight Report (Friday): War And Unemployment
Jun 07 2008
On Friday night oil jumped by more than US$10 and the Dow fell 400 points.
