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: Aluminium, Mineral Sands And Diesel
Jan 29 2014
Disparities in the aluminium market have analysts perplexed while mineral sands should improve this year and diesel is still powering platinum usage.
The Overnight Report: Buyers And Sellers Battle
Jan 29 2014
It’s all about intraday ups and downs at present as those playing the overbought hand meet those looking for buying opportunities. Dow up 90. (Accessible only for subscribers before 10:15 AEDST)
The Monday Report (on Tuesday)
Jan 28 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Correction Time?
Jan 24 2014
Weak Chinese data was the trigger but Wall Street was looking for an excuse to Sell. Dow down 175. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Agriculture, Gold, Copper, Zinc And Thermal Coal
Jan 23 2014
Grain prices are expected to stay high and gold is subdued. The copper balance is teetering while zinc is definitely in surplus. Goldman finds thermal coal productivity a mixed blessing.
The Overnight Report: Mixed Messages
Jan 23 2014
US earnings results were mixed last night, mostly reflecting a changing world. Hence the Dow was down (41 points) but the S&P wasn’t. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Wall Street Gets The Jitters
Jan 22 2014
A mixed close on Wall Street belied intraday volatility driven by skittishness amongst traders as the earnings season unfolds. Dow down 44. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Tumbleweeds
Jan 21 2014
It was a typically quiet global session with Wall Street closed, although Deutsche Bank’s profit result evoked some surprise. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Copper, Iron Ore And Coal
Jan 20 2014
Macquarie thinks 2014 could be a significant year for small copper stocks, while iron ore strength continues. Citi turns bullish on miners and JP Morgan suspects coal prices will disappoint.
The Monday Report
Jan 20 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
