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
BHP Closing The Gap On Rio
Oct 23 2013
BHP Billiton posted a robust September quarter production report with iron ore the stand out, leading some brokers to ease off on their preference for Rio Tinto.
The Overnight Report: Tapering? Not Anytime Soon
Oct 23 2013
A weak US jobs number suggests Fed tapering is very much a 2014 consideration, if even that soon. Nothing to do but buy it. Dow up 75. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Looking For Jobs
Oct 22 2013
Wall Street took a breather last night as trades await tonight’s delayed non-farm payrolls data. Dow down 7. (Accessible only for subscribers before 10:15 AEST)
Upside To Oz Bank Earnings?
Oct 21 2013
Post-election confidence has brokers predicting an improved earnings outlook for Australian banks, ahead of their reporting season.
The Monday Report
Oct 21 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Back To (Fed-Fuelled) Business
Oct 18 2013
Dollar down, gold up, Aussie up, bonds up, S&P at a new all-time high. Dow down 2. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Coal, Iron Ore, Steel And Nickel
Oct 17 2013
Coal market still in oversupply, iron ore pricing looks firm, Australia’s steel market is cautiously optimistic and nickel prices may get much-needed support.
The Overnight Report: Catastrophe Postponed
Oct 17 2013
It appears Congress is about to pass a bill reopening the US government and raising the debt ceiling until early next year, pending further negotiations. Dow up 205. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: No Deal
Oct 16 2013
Democrat senators are set to reject the latest deal put up by the Republicans as the clock ticks towards the debt ceiling deadline. Dow down 133. (Accessible only for subscribers before 10:15 AEST)
OZ Minerals Worries Brokers
Oct 15 2013
OZ Minerals has disappointed brokers and the market by downgrading production guidance for 2013. What does it mean for the outlook?
