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: Miners, Engineering Services, Scrap And Gold
Oct 03 2013
The value of miners, negatives for mining & engineering, Chinese scrap consumption and the lure of gold.
The Overnight Report: Wall Street Starts To Worry
Oct 03 2013
Day Two and no end in sight. Dow down 58. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: America Is Closed For Business
Oct 02 2013
Ho hum, the US government has shut down. Dow up 62. Commodities not impressed, nevertheless. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Washington Burns The Midnight Oil
Oct 01 2013
Congressional leaders will continue to negotiate this morning ahead of what still looks like an inevitable US shutdown. Dow down 128. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Coking Coal, Iron Ore, Prices, Production And Productivity
Sep 30 2013
Volatility eases in coal and iron ore, price forecasts are eased across a number of metals and production forecasts are ramped. Then there’s productivity.
The Monday Report
Sep 30 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Political Interference
Sep 27 2013
Fiscal policy has now become the focus on Wall Street as politician-speak sparks volatility. Dow up 55. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Five Day Drift
Sep 26 2013
Wall Street drifted lower again last night, posting the longest losing streak in nine months. Dow down 61. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Aust Capex, Steel, Price Forecasts And Thermal Coal
Sep 25 2013
Will Australian infrastructure spending take the place of mining? Steel production and supply. Citi changes gold, iron ore, oil and coal forecasts.
The Overnight Report: Shutdown Looms
Sep 25 2013
Forget tapering for now, next week requires passage of the new US fiscal year budget through Congress and a blockage is threatened. Dow down 66. (Accessible only for subscribers before 10:15 AEST)
