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: Awaiting Jobs
Oct 07 2016
As always, Wall Street quietened down ahead of tonight’s jobs number. Dow down 12. (Accessible only for subscribers before 10:15 AEST)
Syrah Sell-Off Overly Panicked?
Oct 06 2016
The managing director’s resignation has sent Syrah Resources stock plunging but brokers are sticking to their belief in the company’s graphite opportunity.
Material Matters: Iron Ore, Bulks, Gold, Oil And Steel
Oct 06 2016
Iron ore exports down in August; Deutsche Bank raises forecasts for bulks & base metals; gold outlook & US Fed; oil outlook & OPEC; BlueScope Steel.
The Overnight Report: Rates Moving Higher
Oct 06 2016
The world is coming to terms with global tightening. Banks and oil stocks led Wall Street higher. Dow up 112. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Gold Capitulates
Oct 05 2016
Hawkish talk from both the Fed and ECB sent gold plunging through support last night. Dow down 85. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: The Fourth Quarter
Oct 04 2016
Wall Street stumbled into the fourth quarter under pressure from various issues yet to be resolved. Dow down 53. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 03 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Ghost Of Crisis Past
Sep 30 2016
The spectre of Lehman again hangs over Deutsche Bank as hedge funds begin to withdraw their capital. Dow down 195. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil, Nickel And Coal
Sep 29 2016
Oil supply outlook; Philippines mining audit developments; China’s policies on coal.
The Overnight Report: Oil Shock
Sep 29 2016
OPEC has stunned the world by announcing a deal to limit oil production. Dow up 110. (Accessible only for subscribers before 10:15 AEST)
