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: The China Syndrome
Sep 23 2014
Beijing’s dismissal of stimulus talk has reverberated around global markets over the past 24 hours. Dow down 107. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil, Thermal Coal, Base Metals And Gold
Sep 22 2014
Australia’s oil stocks slump as price eases; China’s thermal coal restrictions create uncertainties; broad sell off in metals; and gold finds consumer support.
The Monday Report
Sep 22 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Thumbs Up For Janet
Sep 19 2014
Wall Street shot up from the open last night on reassurance the Fed is not going to move in any hurry. Dow up 109. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Philippines, Base Metals, Oil, And Stock Tips
Sep 18 2014
The Philippines and ore exports; Deutsche Bank rejigs long-term base metals forecasts; Good Oil Conference delegates upbeat; and Metals X steps up gold production.
The Overnight Report: Join The Dots
Sep 18 2014
“Considerable time” is still in there, but the Fed’s forward interest rate assumptions have shifted higher. Dow up 24 and the Aussie has an 8 in front of it. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: But On The Other Hand…
Sep 17 2014
A report suggesting the Fed won’t shift policy tonight, coupled with Chinese stimulus, sent markets into rapid reverse-mode last night. Dow up 100. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Carry Trade Carted
Sep 16 2014
The great carry trade unwind continues across the globe ahead of tomorrow night’s Fed statement. Dow up 43. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Sep 15 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Considerable Debate
Sep 12 2014
Wall Street and global markets will agonise over an anticipated change in Fed policy for another week until the meeting. Dow down 19. (Accessible only for subscribers before 10:15 AEST)
