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.
Analyse The Market From A Different Angle
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