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: The US Bond Conundrum
May 15 2014
US bond yields fell sharply last night despite US wholesale inflation showing a surprise gain. The world remains confused. Dow down 101. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Now What?
May 14 2014
The ASX 200 is back at 5500, the budget held no great surprises, and Wall Street paused last night at its highs. Dow up 19. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Mining Stocks, Bulks And The Oz Economy, Gold And Nickel
May 13 2014
Time to become overweight in miners? Do commodity prices matter more than volume to Australia’s economy? Gold remains subdued while nickel adjusts to Indonesian bans.
The Overnight Report: Wall Street Gets Its Momo Back
May 13 2014
Sharp rebounds in the Nasdaq and Russell 2000 turned potential pullback into a new S&P high last night. Dow up 112. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Merger Speculation And Gold
May 12 2014
Is the sun setting on the iron ore boom? Bell Potter ponders what a three-way merger might mean in the base metals sector. DJ Carmichael asks why some gold stocks are not performing.
The Monday Report
May 12 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: It’s All Ups And Downs
May 09 2014
Down one day, up the next, up in the morning and down in the afternoon. Dow up 32. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Putin Softens
May 08 2014
A pullback of Russian troops and more soothing words from the Fed gave blue chips a boost last night while the Nasdaq rout continued. Dow up 117. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Aluminium, Nickel And Energy Stocks
May 07 2014
Aluminium is heading for deficit in JP Morgan’s view. Consolidation is Bell Potter’s theme for the Oz nickel sector, while Macquarie sees some value in mid cap energy stocks.
Lynas Buys Time With Equity Raising
May 07 2014
Rare earth producer Lynas Corp has averted a cash shortage for now with a planned equity raising and debt restructure.
