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: Sanctions Bite
Jul 30 2014
A step-up in coordinated US-EU sanctions against Russia with regard finance, arms and energy last night had Wall Street a little nervous. Dow down 70. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Calm Before The Storm
Jul 29 2014
This week’s pending GDP data, Fed meeting and jobs numbers are keeping Wall Street quiet for the moment. Dow up 22. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Jul 28 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Going Nowhere
Jul 25 2014
US earnings are failing to excite so far and mixed global economic data contributed to a flat session on Wall Street last night. Dow down 2. (Accessible only for subscribers before 10:15 AEST)
BHP Delivers Strong Outlook But Headwinds Remain
Jul 24 2014
BHP met, or exceeded, production expectations in FY14 and FY15 guidance is strong. Still, many brokers are a little more reserved than the company’s raw numbers suggest.
Material Matters: Indonesian Ban, Nickel, Iron Ore And Aluminium
Jul 24 2014
Speculation continues over Indonesia’s metal ore export ban as nickel exports grind to a halt. Iron ore supply pressure is mounting while aluminium markets tighten.
The Overnight Report: Highs All Around
Jul 24 2014
Wall Street decided that if those Ossies can hit a new high, so can the S&P, which did so last night despite the Dow closing down 26. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Hesitation At The Top
Jul 23 2014
Wall Street looked at new highs last night but failed to follow through. Dow up 61. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Costs, Small Caps, Mineral Sands, Base Metals
Jul 22 2014
Iron ore discounts, miner costs, small Oz resource stocks and the outlook for mineral sands, aluminium and nickel.
The Overnight Report: Sanction Uncertainty
Jul 22 2014
Acquiescence from the Russian separatists prevented Wall Street from a sharp fall last night as nervousness continues over Ukraine tensions. Dow down 48. (Accessible only for subscribers before 10:15 AEST)
