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 Monday Report
Aug 11 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Still Heading South
Aug 08 2014
Europe remains the source of angst as a data-related early rally on Wall Street was quickly snuffed out. Dow down 75. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Commodity Price Forecasts Revamped
Aug 07 2014
Entering the second half of 2014 several commodity analysts have revamped price forecasts with the overall outlook modestly positive, except for coal.
The Overnight Report: All Eyes On Europe
Aug 07 2014
Italy has fallen back into recession and the German stock market is close to breaking down. Markets await the ECB meeting tonight. Dow up 13. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Correction Resumes
Aug 06 2014
Tuesday night has proven a blip as last night saw the selling return given several factors, including escalating geopolitical tension. Dow down 139. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Another Failed Correction?
Aug 05 2014
Wall Street rebounded last night following the bank bail-out in Portugal but is the correction really over? Dow up 75. (Accessible only for subscribers before 10:15 AEST)
Lynas Running Out Of Money, Again
Aug 04 2014
Lynas’ June quarter production report has signalled the urgency of a debt restructure, or Lynas will need to raise funds again.
The Monday Report
Aug 04 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Buy? Sell? Surrender?
Jul 31 2014
Russian sanction concerns, a surprise GDP, new dovishness from the Fed and a so-so jobs precursor all made for quite a rollercoaster on Wall Street last night. Dow down 31. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Miner Pessimism, Base & Precious Metals And Iron Ore
Jul 30 2014
A new survey suggests mining leaders are pessimistic while the outlook for base metals, ex copper, is bullish. Geopolitical instability supports gold and palladium while iron ore is re-balancing.
