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: Bulks Forecasts, Coal, Copper, And Gold Stocks

Sep 28 2016

Morgan Stanley upgrades forecasts for bulk prices; surging coking coal; copper outlook brightens; time to engage with gold stocks.


The Overnight Report: Clinton Confidence

Sep 28 2016

Banks steadied, US confidence is high and Trump fears eased last night as Wall Street defied a fall in the oil price. Dow up 133. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Deutsche Uber Alles

Sep 27 2016

Banks were hit across the globe last night as Deutsche Bank’s capital woes intensified, while oil prices staged a recovery. Dow down 166. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Sep 26 2016

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


The Overnight Report: Afterglow

Sep 23 2016

Wall Street kicked on with again last night, given there’s no reason to do anything else. Dow up 98. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Outlook, Bulks, Oz Miners, And Gold

Sep 22 2016

Pricing outlook for mining commodities; demand increases for bulks; positive trends for Oz coal and iron ore miners; Ord Minnett’s gold picks.


The Overnight Report: Double Fizzer

Sep 22 2016

After much nervous anticipation, benign central bank outcomes have left stock markets in a happy place. Dow up 162. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Double Header

Sep 21 2016

Wall Street was quiet last night ahead of the two critical central bank meetings over the next 24 hours. Dow up 9. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Jittery

Sep 20 2016

Wall Street was up down and all around last night before closing flat, with central bank meetings looming. Dow down 3. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Sep 19 2016

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.



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