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: Baby It’s A Wild World
Mar 31 2015
Up down and all around while achieving little. China, Europe and M&A lit a spark under Wall Street last night. Dow up 263. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Mar 30 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Oil Spikes
Mar 27 2015
Geopolitics is back, and a familiar response was seen last night in oil markets. Dow down 40. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: What Doesn’t Go Up
Mar 26 2015
If you can’t go up you must go down and Wall Street did exactly that last night. Dow down 292. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore & Oil, China Factors, Lead And Manganese
Mar 25 2015
Opportunities in iron ore & oil; India lifts iron ore suspension; Chinese demand remains key; lead rallies; and spotlight on manganese.
The Overnight Report: Show Me The Way
Mar 25 2015
Markets are currently choppy, looking for the next catalyst. Perhaps that will be US earnings. Dow down 104. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Greenback Correction
Mar 24 2015
The post-Fed scramble to cut overbought/oversold currency positions continued last night, sending the Aussie back toward 79. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Mar 23 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: It Was Just A Flesh Wound
Mar 20 2015
Having understandably tanked over 2% on Wednesday night, the US dollar has bounced straight back. Dow down 117. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oz Materials, Energy Stocks, Gold Mines, Oil, Aluminium And Alumina
Mar 19 2015
Concerns over Chinese demand post New Year; energy stock picks; gold mine divestment; oil inflows; China’s aluminium demand lifts but its alumina supply slows.
