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

Material Matters: Lithium, Zinc, Lead, Nickel And Oil

Oct 20 2015

Tighter lithium market; zinc & lead supply reductions; lack of nickel mine closures; and oil market tensions.


The Overnight Report: Neither Here Nor There

Oct 20 2015

China’s benign GDP result sparked markets into a frenzy of inactivity over the past 24 hours. Dow up 14. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Oct 19 2015

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


The Overnight Report: Bull Market Resumes?

Oct 16 2015

More weak US data, more fading Fed rate rise expectations. When rates are lower for longer it’s time to buy. Dow up 217. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: US Gloom Descends

Oct 15 2015

Economic data and a profit warning from Wal-Mart have thrown into question the strength of the US economic recovery. Dow down 157. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Quarterly Resources Previews, Copper And Crude

Oct 14 2015

Expectations for September quarter production reports and a cautious outlook for copper and crude.


The Overnight Report: Marking Time

Oct 14 2015

Wall Street saw another session of low volume and meandering trade last night ahead of significant post-market earnings releases. Dow down 49. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Commodity Outlook, Steel, Coking Coal, Gold And Base Metals

Oct 13 2015

Turnaround in resources nigh?; Chinese steel supply; met coal prices; UBS holds the line on gold prices, downgrades copper and nickel.


The Overnight Report: Looking For The New World

Oct 13 2015

It was a quiet Columbus Day on Wall Street last night, featuring low volatility despite a plunge in oil prices. Dow up 47. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Oct 12 2015

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



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