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
Which Commodities Benefit As Fundamentals Re-Emerge?
Apr 01 2014
2014 is shaping up as the year that the world starts moving away from very low interest rates so the importance of supply and demand should re-emerge for commodities.
The Overnight Report: Bring Out The Mannequins
Apr 01 2014
Window dressing for the end of quarter was the name of the game on both Bridge Street and Wall Street this past 24 hours. Dow up 134. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Coal, Iron Ore, Copper And Gold
Mar 31 2014
Soggy outlook for coal prices, iron ore subdued and copper struggles. Meanwhile, there’s a chance the central bank agreement on gold sales will come to an end.
The Monday Report
Mar 31 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Sideways Trend
Mar 28 2014
Wall Street appears set to end the March quarter about where it started. Dow down 4. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: BHP Billiton, Gold, Bauxite And Aluminium
Mar 27 2014
Morgan Stanley believes BHP’s valuation premium is jusfified, Merrills upgrades gold forecasts and UBS mulls China’s bauxite supply.
The Overnight Report: And Today We Go Down
Mar 27 2014
Positive data was overridden by Russia worries and bond buying as Wall Street continues to struggle for direction. Dow down 98. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Grafting Back
Mar 26 2014
It was another volatile session on Wall Street last night, this time finishing to the upside. Dow up 91. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Wall Street Struggles For Direction
Mar 25 2014
Data will be the key as Wall Street consolidates in the wake of Yellen’s interest rate scare. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Chinese Growth, Coal, Zinc And Nickel
Mar 24 2014
Chinese growth moderates but stays firm, while coal prices are likely to feel the pinch for longer. The zinc market is unlikely to tighten much and the big rise in nickel prices may have passed.
