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: Remember Portugal?
Jul 11 2014
Fears over a possible Portuguese bank default sent global stock markets plunging last night, although Wall Street rebounded to a less worrisome close. Dow down 70. (Accessible only for subscribers before 10:15 AEST)
Oz Miners: Brokers Anticipate Quarterly Reporting Season Winners And Losers
Jul 10 2014
The Australian resources sector quarterly production and sales reporting season begins this week. Mining analysts preview their expectations of success and disappointment among mining stocks.
Copper Setting For Run
Jul 10 2014
The Chartist reports the technicals for copper show likely further upside to the recent rally.
The Overnight Report: Minutes Of Uncertainty
Jul 10 2014
When will the Fed raise rates? It doesn’t know either. Dow up 78. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Scary At The Top
Jul 09 2014
Wall Street continued its momentum pullback last night as the first earnings results loomed. Dow down 117. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Large Miners, Industrial Demand, Mineral Sands And Coal
Jul 08 2014
Diversified miners are well placed on the swings and roundabouts of industrial commodities, while mineral sands are weak and coal is oversupplied.
The Overnight Report: Bring On The Earnings
Jul 08 2014
Wall Street paused last night following last week’s strong jobs number but tonight attention turns to the June quarter earnings season. Dow down 44. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Steel, Cement, Copper, Iron Ore, Oil And Gold
Jul 07 2014
Chinese steel, cement, copper, aluminium and iron ore prices all look subdued. Iraq is a swing factor for oil while gold’s recent rally looks to be stalling.
The Monday Report
Jul 07 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Weekly Broker Wrap: Oz Banks, Insurers, Housing, Mining Exploration And Grocery
Jul 04 2014
Digital payments & banks; tough calls for insurers; foreigners & Oz housing; miner equity raising & exploration activity; and grocery prices.
