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: Technical Torrent
Oct 14 2014
In a thin semi-holiday session the S&P500 broke down through its 200-day moving average and triggered technical selling, as the buyers stood aside. Dow down 223. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 13 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Weak Outlook Shaping 2015
Oct 09 2014
As 2014 ends with a whimper, brokers are becoming more subdued about the outlook for most commodities in 2015.
The Overnight Report: All Is Forgiven
Oct 09 2014
The Fed minutes indicated no imminent change in policy, so last night Wall Street recovered everything it lost on Tuesday night. Dow up 274. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Old News, Same Trajectory
Oct 08 2014
The IMF caught up with the rest of the world last night in dropping its global growth forecasts, hitting frayed October nerves. Dow down 272. (Accessible only for subscribers before 10:15 AEST)
Why The Nickel Price Must Go Much Higher
Oct 07 2014
Ahead of the Herd’s Rick Mills weighs up the global demand-supply equation for nickel and comes out very bullish.
The Overnight Report: Greenback Takes A Step Back
Oct 07 2014
A sharp, arguably overdue and likely temporary correction in the US dollar last night kept a lid on Wall Street but sparked commodity price rebounds. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 06 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Weekly Broker Wrap: Retail Sales & Stocks; Bank Merger Pondered; Aussie Dollar & Mining Stocks
Oct 03 2014
Implications of soft retail outlook on stocks; Bell Potter muses over a SUN-BEN merger; and UBS contemplates a weaker Aust dollar and mining stocks.
The Overnight Report: Trying To Find A Bottom
Oct 03 2014
Bridge Street tried to hang on gamely yesterday while last night Wall Street bounced off intraday lows, led by the small caps. Dow down 3. (Accessible only for subscribers before 10:15 AEST)
