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
The Overnight Report: Resolution Pending?
Oct 15 2013
Wall Street is quietly confident a meeting this morning between the president and Congressional leaders will at least result in an extension. Dow up 64. (Accessible only for subscribers before 10:15 AEDST)
The Monday Report
Oct 14 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Can, Road, Kick; You Know The Drill
Oct 11 2013
Wall Street bounced hard on anticipation of a debt extension agreement in Washington. Dow up 323. (Accessible only for subscribers before 10:15 AEST)
Material Matters: China’s Seasonality, Uranium, Nickel, Iron Ore Production
Oct 10 2013
China’s seasons matter more these days to commodities, uranium remains under pressure and Macquarie thinks nickel prices have turned a corner.
The Overnight Report: The Lady Of The Fed
Oct 10 2013
The confirmation of Janet Yellen’s appointment as Fed chair provided some respite from the shutdown/ceiling debacle last night. Dow up 26. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Price Forecasts, Base Metals And Gold Producers
Oct 09 2013
Metals prices could be in a trading range, according to Citi. JP Morgan shuffles key base metal picks while Macquarie surveys investors at the LME summit.
The Overnight Report: Welcome Correction?
Oct 09 2013
Another day of shutdown, another fall on Wall Street. Dow down 159. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: A Game Of Chicken
Oct 08 2013
The two parties appear now to be testing each other’s resolve on the potential catastrophe of US default. Dow down 136. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 07 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Shutdown Blues
Oct 04 2013
With no real end in sight to the US budget impasse, Wall Street continues to drift lower, aided last night by some disappointing data and dramatic incident in Washington. Dow down 136. (Accessible only for subscribers before 10:15 AEST)
