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
Yesterday’s Gone, Tomorrow Will Be Different
Dec 03 2014
In This Week's Weekly Insights: – Yesterday's Gone, Tomorrow Will Be Different – Fallen Myths Of 2014 – Australia's Capex…
The Overnight Report: As You Were
Dec 03 2014
Wall Street rallied on strong data last night but commodity prices all fell once more. Dow up 105. (Accessible only for subscribers before 10:15 AEST)
Rio Tinto Committed To Increased Shareholder Returns
Dec 02 2014
Despite falling commodity prices, Rio Tinto considers its pledge to increase shareholder returns as sacrosanct, although something has to give elsewhere.
The Overnight Report: Oil Bounces
Dec 02 2014
Wall Street countered a big opening fall last night as oil prices finally bounced back hard. Dow down 51. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Dec 01 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: OPEC Takes A Stand
Nov 28 2014
No cuts, said OPEC, as America passed the cranberry sauce. Brent crude down five dollars. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil & Gas, Copper And Thermal Coal
Nov 27 2014
Tough times continue for oil & gas producers while copper and thermal coal surpluses are likely for the next couple of years.
The Overnight Report: Thanks, I’m Off
Nov 27 2014
An empty Wall Street ignored weak US data releases as traders concentrated on getting home for Thanksgiving. Dow up 12. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Leaving The Building
Nov 26 2014
Mixed US data and thinning volumes made for a flat close on Wall Street as offices begin to empty ahead of Thanksgiving. Dow down 2. (Accessible only for subscribers before 10:15 AEST)
Is BHP’s Progressive Dividend In Doubt?
Nov 25 2014
BHP Billiton has reduced its capex and increased its cost cutting targets further, while investor concerns now centre on dividend policy.
