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: Flat As A Tack
Jun 11 2014
Then suddenly, nothing happened. Dow flat. (Accessible only for subscribers before 10:15 AEST)
The Monday Report (On Tuesday)
Jun 10 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Bring It On
Jun 05 2014
The world is squared up ahead of Mario’s press conference tonight. Dow up 15. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Waiting For Mario
Jun 04 2014
Wall Street is in drift mode ahead of this week’s ECB meeting and US jobs report. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Get It Right
Jun 03 2014
The US PMI result was pulled and republished twice last night in a farce that saw a rare jump in bond yields. Dow up 26. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore Inventory & Price, Agricultural Stocks And Zircon
Jun 02 2014
How will China’s iron ore inventory be reduced? What price is required for iron ore equities to break even? El Nino’s impact on Oz agricultural stocks. Zircon outlook is improving.
The Monday Report
Jun 02 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: New High On US Contraction
May 30 2014
The US GDP was revised into the negative so the S&P 500 made a new all time high. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Investment Opportunities In the Oz Mining Sector
May 29 2014
Key factors for mining investment, ongoing opportunities in Australia’s mining sector and the case for being overweight mining stocks.
The Overnight Report: Buy Those Bonds
May 29 2014
Wall Street eased back last night as another surge into US bonds on ECB speculation took the spotlight. Dow down 42. (Accessible only for subscribers before 10:15 AEST)
