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: Iron Ore, Agriculture, Molybdenum, Cobalt, Zinc And Lead
May 21 2015
Has iron ore peaked?; bearish agricultural prices; supply overhang in molybdenum; plentiful cobalt; zinc & lead price correction has further to run.
The Overnight Report: Minutes Of Nothing
May 21 2015
Wall Street shrugged at the release of the Fed minutes last night as the euro continued its slide. Dow down 26. (Accessible only for subscribers before 10:15 AEST)
South32 Arrives With Focus On Yield
May 20 2015
South32 has commenced trading on ASX and several brokers line up to analyse the outlook for the new resources company.
The Overnight Report: Greenback Growls
May 20 2015
The ongoing US dollar rebound sent commodity prices crashing last night as the Dow scraped to another new high, up 13 points. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Iron Ore, Manganese And Steel
May 19 2015
Copper outlook strengthens; iron ore outlook weak; depressed manganese prices; a lack of pricing power for steel.
The Overnight Report: Wanna Get High?
May 19 2015
The S&P cracked its third new high in a row but the Dow also caught up last night to mark its first new high since March, up 26 points. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
May 18 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Break Up?
May 15 2015
Last night’s close above 2120 for the S&P500 may signal a break-out of its entrenched range. Dow up 191. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Don’t Mention The Data
May 14 2015
Australia may be domestically focused this week but weak data has been the story across the globe this past 24 hours. Dow down 7. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Tin, Oil And Iron Ore
May 13 2015
Citi hails Carrapateena and Frieda River projects; few signs of tin recovery; no tailwinds for crude; more supply rationing needed in iron ore.
