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: Caught Short
Jun 06 2008
Oil jumped over US$5 last night and some supposedly strong economic data sent the Dow up over 200.
Assessing The Varanus Island Gas Explosion
Jun 05 2008
An explosion at the Varanus Island gas project in WA may impact on earnings for companies such as Iluka, Minara and Tap Oil, but the extent of any impact is currently unknown.
The Overnight Report: More Deja Vu
Jun 05 2008
A rally in the Dow failed last night as once again Moody’s threatened to downgrade the big monoline insurers. Oil fell further.
Rudi On Thursday
Jun 04 2008
Weekly musings from your editor. Banks are out, resources in. But that doesn’t necessarily mean all of them, does it?
The Overnight Report: Lehman Wobbles, Oil Falls
Jun 04 2008
It was shades of Bear Stearns last night as the rumour mill conspired to send Lehman down as much as 14%, while oil fell over US$3 after stern words from the Fed.
The Overnight Report: Financials Mark New Lows
Jun 03 2008
The US financial sector index closed below its March 17 low last night, sending the Dow down 134 points.
The Overnight Report: May Ends Quietly
May 31 2008
Benign US personal income and spending data meant tidy up for the month and take off for the weekend.
The Overnight Report: Commodity Carnage
May 30 2008
Oil fell over US$4, gold fell over US$20, and base metals were hammered. The Dow? Who cares?
Time For Profit Taking In Commodities?
May 29 2008
ANZ Bank suggests profit taking may hit commodity markets in coming sessions, with lower oil prices to push gold and base metal prices lower in sympathy.
The Overnight Report: A Mixed Bag
May 29 2008
Oil rose, gold fell, metals fell and the Dow rallied 45 points in what was a very muddled session last night.
