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: Pause For Thought

Nov 04 2014

Having reached new highs on Friday, Wall Street posted a typically quiet and directionless session last night. Dow down 24. (Accessible only for subscribers before 10:15 AEST)


PanAust Attractive Copper Play

Nov 03 2014

PanAust is focused on delivering a strong copper-gold production finish to 2014 while brokers are now largely dismissing the prospect of a revised bid from GRAM.


The Inexorable Decline Of China’s Housing Market

Nov 03 2014

China’s GDP growth target is about to lose support from the housing market, predicts GaveKal Dragonomics, with far reaching consequences.


The Monday Report

Nov 03 2014

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


The Overnight Report: Pre-Empting The Fed

Oct 29 2014

The Dow regained 17,000 last night in a typical pre-Fed-statement rally as investors anticipate soothing words. Dow up 187. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Iron Ore, Steel, Thermal Coal And Nickel

Oct 28 2014

New era of lower priced iron ore; modest improvement in China’s steel trade; challenges with China’s thermal coal import tariffs; and contemplating a nickel surplus.


The Overnight Report: Take A Breather

Oct 28 2014

Wall Street settled down to post a quiet session last night, eyeing off this week’s Fed meeting. Dow up 12. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Oct 27 2014

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


The Overnight Report: Earnings And Ebola

Oct 24 2014

Strong US earnings drove a 300 point Dow rally last night before news of possible Ebola case in New York City shaved off 100 points by the close. Dow up 216. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Terror In Canada

Oct 23 2014

A shooting in Canada and another fall in oil prices reversed the mood on Wall Street last night. Dow down 153. (Accessible only for subscribers before 10:15 AEST)



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