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)
