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: Taking The Easy Road
Sep 18 2015
No rate rise. No clarity. Dow down 65. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Here We Go
Sep 17 2015
Oil helped Wall Street to another rally last night as traders positioned ahead of tonight’s Fed meeting. Dow up 140. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Strategy, Coal, Manganese, Steel And Aluminium Scrap
Sep 16 2015
Miner strategies; coking coal’s future; manganese surplus; Goldman Sachs more constructive on Oz steel; strong growth likely in aluminium scrap.
The Overnight Report: Bond Market Wakes
Sep 16 2015
A sudden jump in US bond yields overnight may be indicative of Fed expectations. Dow up 228. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Quietening Down
Sep 15 2015
Wall Street posted its lowest level of intraday volatility in almost a month last night, ahead of Thursday night’s big event. Dow down 62. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Sep 14 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Counting The Days
Sep 11 2015
Wall Street appears to now be consolidating ahead of next week’s Fed meeting. Dow up 76. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: What Goes Up
Sep 10 2015
The Dow turned a 200 point opening gain into a 239 point loss by the close as Wall Street decided the rebound has run its course for now. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: All Is Forgiven
Sep 09 2015
Wall Street has returned to the point from which it tumbled two weeks ago, thanks to a little help from China speculation. Dow up 390. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Strategy, Oil, Iron Ore, Zinc And Gold
Sep 08 2015
Picking well funded explorers; oil price strain apparent; reviewing iron ore break-even prices; zinc deficit continues; gold doldrums.
