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
Arguments For And Against Buying Zinifex
Jul 30 2007
Zinifex’s Century mine delivered record production but the story is now one of the zinc price and the likely proceeds from the smelting asset sale and here brokers are not in agreement.
No Up Day This Time
Jul 28 2007
The pattern has been broken as the Dow fell another 200 points on Friday despite a strong economic growth number. The Aussie continues to be slaughtered.
If You Go Down In The Woods Today
Jul 27 2007
Goldilocks fled the scene last night as exceptionally poor housing data finally overshadowed any earnings reports and credit contagion ruled the day. Carry trade unwinding began in earnest stripping more than a cent off the Aussie.
Goldilocks Fights For Her Life
Jul 26 2007
A spectacular result from Amazon headed the positives on Wall Street last night as growing LBO disquiet and very poor housing data reinforced credit market problems. Goldilocks was ahead on the day.
Wall Street Woes Turn Prime
Jul 25 2007
The Dow was down 227 points last night as America’s biggest mortgage lender reported a 35% fall in profit, and it wasn’t all because of subprime.
Goldilocks Fights Back
Jul 24 2007
The Dow posted a 92 point rally last night as M&A shouldered aside subprime and Merck posted a good result.
Wall Street Retreats On A Squashed Caterpillar
Jul 22 2007
One poor earnings result set off a jittery Wall Street as funds buying returned to gold and China hiked.
Dow Conquers 14,000
Jul 20 2007
Wall Street has decided to like Mr Bernanke’s comments as earnings results again pleased, at least before the bell. Oil, gold and base metals were all strong.
Barclays Reviews The Commodity Markets
Jul 19 2007
Barclays Capital has reviewed the performance of commodity markets for the last quarter and concludes oil and base metals should go higher while gold looks like moving sideways.
Late Rally Steadies Wall Street
Jul 19 2007
The Dow recovered somewhat from an initial 134 point fall last night as bargain hunters offset inevitable Bear Stearns weakness and disappointment from Mr Bernanke.
