Precious Metals

Dragline on open pit coal mine

A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.

Feb 09 2017

Miner inside a gold mine 116118935

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


Dragline on open pit coal mine

A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.

Jan 30 2017

Gold Mining

Gold miner Evolution Mining is cashing up and brokers laud the company for its production and debt-free potential.

Jan 30 2017


Previous Stories

The Overnight Report: Cracks Appearing

Nov 10 2011

With Italy’s yield now above 7%, attention has turned to whether the euro can be saved. Dow down 389.


Material Matters: Investors Over-Reaction, Not All Metals Are Equal

Nov 09 2011

A glance through the latest expert views and predictions about commodities, with cost curves expected to support prices, an over-reaction in iron ore prices and adjustments to metal price estimates.


The Overnight Report: Berlusconi Prepares To Go

Nov 09 2011

In another choppy session it was late news that Berlusconi is ready to stand down that kicked Wall Street to an optimistic close. Dow up 101.


Material Matters: Iron Ore Undershoots, Silver In Surplus

Nov 08 2011

A glance through the latest expert views and predictions about commodities with updates on base metal markets, why iron ore prices should strengthen and steel markets tighten and silver’s surplus.


The Overnight Report: Greece? Who Cares About Greece?

Nov 08 2011

With a new government to be formed in Greece attention turned to Italy last night as the Italian ten-year yield rose dangerously higher. Dow up 82.


The Monday Report

Nov 07 2011

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


Barclays Updates Its Commodity Market Views

Nov 04 2011

Recent volatility and ongoing uncertainty with respect to Europe and global growth is the backdrop for Barclays Capital’s review of commodity price expectations.


The Overnight Report: Pure Politics

Nov 04 2011

The referendum is off it would seem but Papandreou must still face a confidence vote. It was good enough news for Wall Street. Dow up 208.


Material Matters: Nickel, Steel, Gold And Oil

Nov 03 2011

A glance through the latest expert views and predictions about commodities with the outlook weak for both steel and nickel, gold expected to go higher and a closing of oil price spreads.


Weather It Be True

Nov 03 2011

Extensive flooding in Thailand may have disturbing ramifications for inflation in China while meteorologists are warning Australia may again be in for another wet tropical summer.



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