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: Netflicked
Oct 18 2016
A stellar earnings report from Netflix after the bell alters the mood after a soggy session on Wall Street. Dow down 51. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Gold, Copper and Energy
Oct 17 2016
Gold outlook for 2017; copper’s performance in 2016 and outlook for 2017; previews ahead of production reports from the energy sector.
The Monday Report
Oct 17 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Risk Reversal
Oct 14 2016
Wall Street shifted sharply back into safety last night after China data sparked an initial plunge. Dow down 45. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Base Metals, Gold, Uranium And Coal
Oct 13 2016
Mixed outlook for base metals; upside in gold expected; positive uranium fundamentals; quarterly production previews; coal settlements.
The Overnight Report: Then Suddenly, Nothing Happened
Oct 13 2016
The Fed minutes were met with enthusiastic indifference last night as Yom Kippur ensured a quiet, flat session on Wall Street. Dow up 15. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: A Bout Of Nerves
Oct 12 2016
A stronger dollar, higher yields, lower oil price, weak earnings and political uncertainty all conspired to send Wall Street lower last night. Dow down 200. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Putin On The Spin
Oct 11 2016
Russia has indicated it is willing to join in with OPEC production cuts, and has subsequently sent oil prices higher. Dow up 88. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Coking Coal, Energy, Iron Ore, Global Miners And Nickel
Oct 10 2016
Elevated coking coal prices; OPEC oil deal looking shaky; iron ore outlook; balance sheet metrics for global miners; nickel’s bullish outlook dented.
The Monday Report
Oct 10 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
