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 Monday Report
Mar 09 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Euros Leave The Building
Mar 06 2015
The ECB’s QE program will likely see more money flowing out of Europe in search of yield elsewhere. Dow up 38. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Bulks, Steel, Energy And Softs
Mar 05 2015
Copper supply; weakness in bulks; steel market doldrums; downward pressure on LNG; headwinds abating for wheat; cotton overvalued.
The Overnight Report: Over To You, Mario
Mar 05 2015
Wall Street continued to pull back ahead of tonight’s ECB meeting and Friday’s US jobs numbers. Dow down 106. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Politics And Pullbacks
Mar 04 2015
The Israeli prime minister stirred up markets last night while Wall Street took profits following Monday’s Nasdaq milestone. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Beyond 2000
Mar 03 2015
It’s taken fifteen years, but the Nasdaq is now back where it was before the dotcom bubble burst. Dow up 155. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Mar 02 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: America Disinflates
Feb 27 2015
US CPI data showed headline disinflation, but a stronger core number sent the greenback soaring. Dow down 10. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Coal, Zinc, Copper And Metro Mining
Feb 26 2015
Coal outlook still subdued; zinc more bullish; copper supply tightens; Metro Mining advances on bauxite.
The Overnight Report: Hesitation At The Top
Feb 26 2015
Both the local and US markets are struggling to find an excuse to push meaningfully higher at present. Dow up 15. (Accessible only for subscribers before 10:15 AEST)
