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: 2014 Outlook, Base Metals, Gold And Oil
Dec 12 2013
US Fed policy a key feature for the 2014 commodities outlook but nickel, aluminium and gold are seen as subdued, while JP Morgan thinks US shale oil could still change the game in crude.
The Overnight Report: Who Killed Santa?
Dec 12 2013
Weakness rules as traders set themselves up for December tapering, just in case. Dow down 129. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Toss The Coin
Dec 11 2013
Markets are split down the middle as to whether the Fed will announce tapering next week or later. Dow down 52. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Bring It On
Dec 10 2013
Talk from Fedheads that tapering may start next week has not fazed a Wall Street now resigned to the inevitable. Dow up 5. (Accessible only for subscribers before 10:15 AEDST)
Implications For Nickel And Alumina Producers From Indonesian Bans
Dec 09 2013
As Indonesia plans a ban on mineral ore exports, brokers consider two key ores – nickel and bauxite – and the impact on Australia’s suppliers.
The Monday Report
Dec 09 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Good News Is Bad News
Dec 06 2013
A surprisingly strong GDP revision put tapering front and centre on Wall Street last night. Dow down 68.(Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Two Minds Over Tapering
Dec 05 2013
Wall Street swung wildly last night as positive US jobs data sparked confusion over how to respond. Dow down 24. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Iron Ore, Thermal Coal, Copper And Mineral Sands
Dec 04 2013
Iron ore supply/demand diverges, thermal coal gets some support and a conundrum in copper. Zircon, titanium dioxide pricing still soft.
The Overnight Report: Best To Throw A Taper Tantrum Early
Dec 04 2013
Selling on Wall Street accelerated last night ahead of the upcoming jobs numbers and their monetary policy implications. Dow down 94. (Accessible only for subscribers before 10:15 AEDST)
