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: Supply Discipline, Oz Nickel Equities, Thermal Coal And Zinc
Feb 03 2015
Commodity supply reductions look less likely; nickel stocks perform strongly; US thermal coal outlook lowered; zinc deficit to deepen.
The Overnight Report: It’s A Fair Ground Ride
Feb 03 2015
Extraordinary intraday volatility continued on Wall Street last night as the markets roller-coastered up and down on weak data and further oil price gains. Dow up 196. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Trying To Stabilise
Jan 30 2015
Wall Street is still arguing over the Fed’s implications, but markets mostly reversed last night. Dow up 225. (Accessible only for subscribers before 10:15 AEST)
Can OZ Minerals Boost Its Potential?
Jan 29 2015
Brokers welcome a strong start to 2015 and ponder the prospect of a rejigging of OZ Minerals’ focus following its strategic review.
The Overnight Report: Fed Fuels Further Confusion
Jan 29 2015
A late plunge in US bond yields last night livened debate as to whether the Fed statement should be considered dovish or hawkish. Dow down 195. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Pricing Outlook, Gold, Agriculture And Oz Copper Equities
Jan 28 2015
Commodity pricing reflects surging supply; gold bugs re-emerge; agricultural supply pressures; and weaker prices weigh on copper equities.
The Overnight Report: Reality Check
Jan 28 2015
The ECB afterglow faded last night as weak US data and earnings brought Wall Street back to earth. Dow down 291. (Accessible only for subscribers before 10:15 AEST)
Highfield Resources Pumped On Potash
Jan 27 2015
Canaccord Genuity is looking forward to the upcoming resource update and feasibility study from Highfield Resources.
The Monday Report (on Tuesday)
Jan 27 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Mario Hits It Out Of The Park
Jan 23 2015
The ECB delivered an even bigger QE package than expected last night, silencing the doubters. Dow up 259. (Accessible only for subscribers before 10:15 AEST)
