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 Overnight Report: China Excitement Subsides
Nov 25 2014
Wall Street stalled and commodity prices drifted back last night in the hangover after Friday’s rate cut announcement. Dow up 7. (Accessible only for subscribers before 10:15 AEST)
Mining Challenges To Persist Over 2015
Nov 24 2014
Challenges persist for Australia’s miners as a surge in production confronts weak prices and soft global demand.
The Monday Report
Nov 24 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Slow As She Goes
Nov 21 2014
A round of global estimates of November PMIs caught economists by surprise last night as weakness abounded. Dow up 33. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Minutes Of Sleep
Nov 20 2014
It’s not often Wall Street posts no net reaction to the latest Fed minutes. Meanwhile, iron ore has been hit again. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Emissions, Coal, Iron Ore And Nickel
Nov 19 2014
Implications of US/China emmissions agreement; Glencore’s plan to shut Oz coal mines over Xmas; China’s pollution and iron ore; and nickel’s boom crash opera.
The Overnight Report: Ironed Out
Nov 19 2014
Wall Street posted a slightly more positive session last night but a three dollar plunge in the iron ore price will cloud the local market today. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Setting Sun
Nov 18 2014
Japan has shocked markets by falling into recession but Wall Street continues to take life in its stride. Dow up 13. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Nov 17 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Oil Shock
Nov 14 2014
Oil prices crashed 3% last night as the Saudis continued to confuse markets over just what their production intentions might be. Dow up 40. (Accessible only for subscribers before 10:15 AEST)
