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: Oil, Thermal Coal, Copper, Gold And Platinum
Apr 29 2015
Oil production decline in US; China’s thermal coal exports; copper supply diversifies; gold under pressure; platinum demand lacklustre.
The Overnight Report: Aussie Rockets
Apr 29 2015
The Aussie broke out of its trading range and leapt 2% to over 80 last night as Wall Street awaits the Fed statement tonight. Dow up 72. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Iron Willed
Apr 28 2015
The iron ore rebound has given global materials stocks a new lease of life although a sell-off in biotech spoiled the party for Wall Street last night. Dow down 42. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Apr 27 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Copper Positioning For A Break-Out
Apr 24 2015
The Chartist reports copper is meeting resistance at its previous low support level but a break-out would be very bullish for the metal.
The Overnight Report: Sirens Sound
Apr 24 2015
Will Greece move closer to exiting the euro tonight? Meanwhile, Wall Street sees mixed earnings reports and data. Dow up 20. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Nickel, Oil And M&A
Apr 23 2015
Supply constraints in copper; nickel trough likely; Evolution Mining deal a sign of more M&A to come; and oil market themes.
The Overnight Report: Iron Will
Apr 23 2015
A big jump in the iron ore price will excite the local market today after Wall Street rose on positive earnings results. Dow up 88. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Back To Earnings
Apr 22 2015
Wall Street turned away from Greece and China last night to concentrate on an uninspiring US earnings picture offset by more M&A activity. Dow down 85. (Accessible only for subscribers before 10:15 AEST)
OZ Ups The Ante, And The Risk
Apr 21 2015
OZ Minerals is generating solid cash and will lift dividends but will also become more aggressive on acquisitions in order to replace absent growth. Brokers are cautious.
