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 Monday Report

May 11 2015

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


The Overnight Report: Squaring Up

May 08 2015

Uncertainty around tonight’s US jobs number had markets playing it safe last night. Dow up 82. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Base Metals, Gold, Oil, Fertilisers And Iron Ore

May 07 2015

Commodity demand improves in April; temporary respite for oil; gold apathy; urea under pressure; more rationing needed for iron ore.


The Overnight Report: Who Said Overvalued?

May 07 2015

Yesterday’s local trashing may not have been apparent to Janet Yellen when last night she called Wall Street overvalued, Dow down 86. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Fun And Games All Round

May 06 2015

Madness in the local market, a Grexit back on the cards, alarming data out of the US – it has all been happening over the past 24 hours. Dow down 142. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: RBA Doubt Creeping In

May 05 2015

A quietish night offshore means Australia can concentrate on today’s RBA rate decision, which may not be as much of a given as most expect. Dow up 46. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

May 04 2015

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


The Overnight Report: No Reason To Buy

May 01 2015

Wall Street joined the rest of the world in a general sell-down last night as the Aussie also retreated. Dow down 195. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Slow US Rewrites Views

Apr 30 2015

Long-held assumptions have been put to the test as big moves in stock and currency markets over the past 24 hours reflect a weaker US economy. Dow down 74. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Oil, Thermal Coal, Copper, Gold And Platinum

Apr 29 2015

Oil production decline in US; China’s thermal coal exports; copper supply diversifies; gold under pressure; platinum demand lacklustre.



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