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
Material Matters: Iron Ore, Copper, Gold And Tin
Feb 10 2014
Iron ore and copper look like winners, gold prices may ease before recovering and a supply shortfall is looming in tin.
The Monday Report
Feb 10 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Five Percent Will Do It
Feb 07 2014
Wall Street provided an indication the pullback is now over with its best performance of the year. Dow up 188. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: A Pause In The Correction
Feb 06 2014
Is 5% enough or is 10% the target for Wall Street? Mixed data are confusing the picture. Dow down 5. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Holding Ground
Feb 05 2014
Wall Street managed a rebound last night but no one was overly convinced. Dow up 72. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Re-Rating, Sustaining Capex And Chinese Demand
Feb 04 2014
Might be time to re-rate resource stocks, in CIMB’s view. Goldman Sachs looks at sustainable capex for the big two miners. Macquarie anticipates 2014 will still be the Year of China.
The Overnight Report: Weather Or Not
Feb 04 2014
More weak US data begs the question as to whether it’s just about the weather or a legitimate soft patch for the US economy. Dow down 300. (Accessible only for subscribers before 10:15 AEDST)
The Monday Report
Feb 03 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Fed Backs A Winner
Jan 31 2014
A strong US GDP has provided justification for Fed policy as Bernanke leaves the building. Dow up 109. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Cold Turkey
Jan 30 2014
The crisis in emerging markets has not abated as the Fed tapers again as expected. Dow down 189. (Accessible only for subscribers before 10:15 AEDST)
Analyse The Market From A Different Angle
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