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: Love That Bad News
Sep 16 2016
A fall in US retail sales was the bad news Wall Street needed to post a good news rally. Dow up 177. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Appletised
Sep 15 2016
Another solid session for Apple again countered weakness in oil, balancing Wall Street. Dow down 31. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Oil In The Mix
Sep 14 2016
The IEA’s cut in oil demand forecast added to the woes on Wall Street as Monday’s gains evaporated. Dow down 258. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Strategy & China, Coking Coal, Iron Ore And Copper
Sep 13 2016
China’s policy and support for commodity prices; steel demand underpins iron ore and coking coal; stability in copper prices.
The Overnight Report: Fedheads Or Fedtails
Sep 13 2016
Another day, another Fedhead, this time with a dovish tone, Dow up 239. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil, Coal, Bulks And Contractors
Sep 12 2016
Upcoming OPEC meeting; coal price rally; outlook for bulks; de-rating ahead for contractors.
The Monday Report
Sep 12 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Central Bank Tango
Sep 09 2016
The ECB re-entered the monetary policy brouhaha last night by doing nothing. Dow down 46. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bulks, Precious Metals, Energy and Copper
Sep 08 2016
Varied drivers for iron ore and coal; precious metals trajectory; focus on US oil production; copper drifts.
The Overnight Report: Modestly Moderate
Sep 08 2016
The Fed Beige Book was laughed off last night as Wall Street posted another dull session. (Accessible only for subscribers before 10:15 AEST)
Analyse The Market From A Different Angle
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