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: Oil Price Risk To Upside, RSPT Impact On Iron Ore
May 27 2010
A glance through the latest expert views and predictions about commodities, with Barclays seeing oil price risk to the upside at current levels and the super tax impact on iron ore examined.
The Overnight Report: Markets Still Jumping At Shadows
May 27 2010
Wall Street opened stronger last night, but ultimately closed lower, as the rumour mill churned and the euro pushed toward previous lows. Dow down 69.
The Overnight Report: Bargain Hunters Raid Wall Street
May 26 2010
The Dow opened down nearly 300 points as Korea entered the mix before a rolling wave of buying took the average back to only down 22, and the S&P into the green.
On Chinese Tightening And Australian Banks
May 25 2010
Citi suggests China will slow its slowing while Merrill Lynch sees value in Australian banks.
The Overnight Report: Late Plunge Hits Wall Street
May 25 2010
Wall Street saw a nervous late sell-off as Spain moved to take over a troubled regional bank, but commodities were strong overnight. Dow down 126.
China’s Property Market And Commodity Prices
May 24 2010
While the European crisis has hit commodity prices, at the same time the market is terrified of Beijing’s attempts to slow its property bubble.
Material Matters: Metals Oversold On Fundamentals
May 24 2010
A glance through the latest expert views and predictions about commodities, with analysts suggesting speculative panic has overriden positive market fundamentals in metals.
On The RSPT And Iron Ore Miners
May 21 2010
Morgan Stanley looks at the RSPT impact on BHP and Rio, Merrill Lynch downgrades Rio, and Macquarie comments on Fortescue.
The Overnight Report: Wall Street Finds Its Own Reasons To Tank
May 21 2010
For the first time in a long time, Wall Street fell as the euro rallied last night, based on financial regulation fears within the general panic. Dow down 376.
Material Matters: Copper And Oil Mispriced, Local Projects Deferred
May 20 2010
A glance through the latest expert views and predictions about commodities with both copper and oil seen as mispriced on fundamentals and the Super tax proposal causing project deferrals in Australia.
