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
Should Rio Be Broken Up?
May 28 2014
Rio Tinto has signed off on the Simandou iron ore project but is iron ore dragging down trapped value elsewhere in Rio’s total portfolio?
The Overnight Report: Relaxed And Buying
May 28 2014
US investors enjoyed their long weekend, apparently, and carried a good mood into last night’s trade. Dow up 69, but gold has tanked. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
May 26 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Gold, Nickel, Miners, Iron Ore And The Australian Dollar
May 23 2014
European central banks’ gold pact; Citi bullish on nickel; large diversified miners to outperform; bear and bull cases for iron ore; and iron ore links to the Australian dollar.
The Overnight Report: As You Were
May 23 2014
The fear seems suddenly to have abated as Wall Street looks forward to a long weekend. Dow up 10. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Now The Blue Chips Fight Back
May 22 2014
Just as the clouds appeared to be gathering, the Dow bounced back last night to post its best gain in five weeks, up 158. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Confusion Reigns On Wall Street
May 21 2014
Is the US economy improving or not? Wall Street cannot decide. Dow down 137. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Nasdaq, Russell Fight Back – Again
May 20 2014
In thin trading, the knocked down US techs and small caps again staged a rebound rally last night. Dow up 20. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
May 19 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Global Growth In Question
May 16 2014
Ongoing strength in US bonds and last night’s weak eurozone GDP has accelerated the flight to safety as global growth forecasts are questioned. Dow down 167. (Accessible only for subscribers before 10:15 AEST)
Analyse The Market From A Different Angle
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