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: Rate Rise Ennui

Apr 17 2015

Is Wall Street finally sick of speculating on Fed policy? Several Fedheads turned dovish last night yet US stock markets closed flat. Dow down 6. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: The Good Oil

Apr 16 2015

A big jump in the oil price last night led Wall Street higher as the world awaits further stimulus from China. Dow up 75. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Outlook, Copper, Aluminium, Nickel, Iron Ore And Gold

Apr 15 2015

Commodity trough may be nigh; balance emerging in copper; aluminium supply lifts; nickel supply crunch; iron ore blues; gold loses its lustre for Citi.


The Overnight Report: Looking To China

Apr 15 2015

Markets were stalled last night on mixed US earnings and data and ahead of today’s Chinese GDP release. Dow up 59. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Earnings Jitters

Apr 14 2015

Nervousness with regard this week’s major US earnings releases had traders scurrying to the sidelines on Wall Street last night. Dow down 80. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Bulks, Base Metals And Gold

Apr 13 2015

The gloomy world of bulks; Credit Suisse constructive on copper; Macquarie slashes Oz nickel miner forecasts; and gold’s place in 2015 and beyond.


The Monday Report

Apr 13 2015

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


The Overnight Report: Greece Makes Good

Apr 10 2015

Greece made an eleventh hour payment to the IMF last night but markets remained more focused on US jobs and earnings. Dow up 56. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Minutes Of Disagreement

Apr 09 2015

The FOMC is at odds about when the first Fed rate rise might be. In other words, the Fed has no idea. Dow up 27. (Accessible only for subscribers before 10:15 AEST)


PanAust Ups The Ante

Apr 08 2015

PanAust has pre-released some solid production numbers but brokers wonder how effective this will be in enticing a higher bid from GRAM.



Analyse The Market From A Different Angle