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: Gold Soars
Jun 20 2014
Stocks took a breather on Wall Street last night but the inflation debate heated up as short-covering sent gold up 3.4%. Dow up 14. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Nickel, Aluminium, Iron Ore, Coal Haulage And Mineral Sands
Jun 19 2014
Nickel deficit likely but no shortage of bauxite; iron ore and coal prices still under pressure; Rio Tinto dictates titanium dioxide.
The Overnight Report: No Mechanical Formula
Jun 19 2014
Janet Yellen has swung from “six months” to “it depends” when it comes to raising US rates, which is comfort for Wall Street. Dow up 98. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: US Inflation Threat?
Jun 18 2014
A sharp jump in the US CPI makes tonight’s Fed meeting even more critical. Dow up 27. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Wait And Watch
Jun 17 2014
Global markets are focused on Iraq and awaiting this week’s Fed meeting. Dow up 5. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Base Metal Producers, Silver, Rio Tinto’s Key Assets And Iron Ore
Jun 16 2014
Producers versus developers on ASX; Goldman’s key small ASX resources stocks; silver versus gold; Rio Tinto’s upside surprise potential; and more declines forecast for iron ore.
The Monday Report
Jun 16 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Weekly Broker Wrap: Broadband, IT, Retail, Mining, Electricity And Building Products
Jun 13 2014
Oz broadband plans, IT risks, retail pressure, choosing mining services, NSW power play, potential brick JV and aluminium premiums.
The Overnight Report: Flight To Safety
Jun 13 2014
Iraq has now become a concern, sending US stocks down, bonds up, gold up and oil prices surging. Dow down 109. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Taking A Breather
Jun 12 2014
Many factors were offered as reasons for a down-day on Wall Street but realistically, markets can’t go up every day. Dow down 102. (Accessible only for subscribers before 10:15 AEST)
