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: Moussaka With Noodles
Apr 21 2015
Greece and China continue to dominate uncertain market sentiment as Wall Street swings wildly back. Dow up 208. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Apr 20 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Can Western Areas Lift Its Dividend?
Apr 17 2015
The potential for stronger dividends has been flagged for Western Areas as the company delivers healthy March quarter production numbers.
The Overnight Report: Rate Rise Ennui
Apr 17 2015
Is Wall Street finally sick of speculating on Fed policy? Several Fedheads turned dovish last night yet US stock markets closed flat. Dow down 6. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: The Good Oil
Apr 16 2015
A big jump in the oil price last night led Wall Street higher as the world awaits further stimulus from China. Dow up 75. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Outlook, Copper, Aluminium, Nickel, Iron Ore And Gold
Apr 15 2015
Commodity trough may be nigh; balance emerging in copper; aluminium supply lifts; nickel supply crunch; iron ore blues; gold loses its lustre for Citi.
The Overnight Report: Looking To China
Apr 15 2015
Markets were stalled last night on mixed US earnings and data and ahead of today’s Chinese GDP release. Dow up 59. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Mineral Sands, Iron Ore, Steel, Oil, Nickel And Agriculture
Apr 14 2015
Subdued mineral sands; Chinese iron ore miners; China’s steel output; UBS revamps oil outlook; Credit Suisse more optimistic on nickel; rural confidence improves.
The Overnight Report: Earnings Jitters
Apr 14 2015
Nervousness with regard this week’s major US earnings releases had traders scurrying to the sidelines on Wall Street last night. Dow down 80. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bulks, Base Metals And Gold
Apr 13 2015
The gloomy world of bulks; Credit Suisse constructive on copper; Macquarie slashes Oz nickel miner forecasts; and gold’s place in 2015 and beyond.
