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: Europe Wobbles, Gold Takes 1400

Nov 09 2010

Renewed European debt fears gained momentum last night sending gold through US$1400 and the Dow down 37.


Material Matters: Copper A Winner Plus Bulks And Steel Orders Of Preference

Nov 08 2010

A glance through the latest expert views and predictions about commodities, with October’s price gains expected to continue, reasons copper can continue to run and Credit Suisse’s order of preference among Oz iron ore and steel plays.


Here Come The QE2 Commodity Price Upgrades

Nov 08 2010

One broker has been quick to move on QE2-based commodity prices changes and subsequent earnings forecast changes for BHP, Rio, Alumina and Iluka.


The Monday Report

Nov 08 2010

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


The Overnight Report: All The Way With Uncle Ben

Nov 05 2010

Forget “sell the fact”. Are stock and commodities markets now in a win-win situation? Big jumps last night including 220 points in the Dow would tend to suggest so. (Locked for subscribers until 10:00 AEDST)


The Overnight Report: What A Fizzer, But We Do Have Parity

Nov 04 2010

Well at least the QE2 revelation, which was sufficiently in line with expectation, is now behind us. Dow up 26, Aussie now worth more than the greenback.


The Overnight Report: All Hail The Grand Old Party

Nov 03 2010

Anticipation of a Republican landslide along with QE2 comfort pushed stocks higher and the US dollar lower last night. Dow up 64.


The Overnight Report: Argy-Bargy And A Flat Result

Nov 02 2010

The Dow was both up 125 and down 55 last night before closing flat as the buyers and sellers battled it out ahead of this week’s major events. Dow up 6.


The Monday Report

Nov 01 2010

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


The Overnight Report: Jostling For Position

Oct 29 2010

Another big drop in the US dollar suggested QE2 positioning last night but stocks were unmoved. Dow down 12.



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