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Latest Stories

Lithium Rising As Electric Vehicles Take Hold

Sam Green of TradersCircle investigates the rapid global shift towards electric vehicles.

Feb 10 2017

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


Mining-Shale-Gas-Drilling

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


Previous Stories

Material Matters: Silver, Zinc And Coal

Jan 30 2017

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.


Material Matters: Iron Ore, Oil And Tin

Jan 24 2017

A glance through the latest expert views and predictions about commodities. Iron ore optimism; oil market re-balancing; and a rally in tin.


Nickel Downside Risk

Jan 17 2017

Indonesia’s decision to overturn its nickel export ban may have dire consequences for the nickel price, although uncertainty reigns.


Material Matters: Oil, Coal, Copper And Steel

Dec 15 2016

Oil outlook; copper demand; coking coal contracts; steel pricing.


Material Matters: Coal, Oil, Iron Ore and Metals

Dec 08 2016

Coking coal uncertainty; few bearish catalysts for oil; iron ore softens; Ord Minnett raises copper forecasts, lowers gold; tight primary supply of lead.


Uranium Week: Still Falling

Dec 06 2016

Supportive news on both the demand and sell sides has not prevented the uranium spot price falling further still.


Material Matters: Outlook, Iron Ore, Steel And OPEC

Nov 28 2016

Outlook for metals; iron ore outlook becoming more constructive; steel demand; the upcoming OPEC meeting.


Material Matters: Strategy, Gold And Gold Miners

Nov 22 2016

Expectations for the metals market and the impact of Donald Trump’s election on gold and gold stocks.


Material Matters: US Energy, Coal, Chrome, Steel And Oz Miners

Nov 17 2016

Trump and US energy; coking coal’s price surge; improved outlook for alumina, chrome and steel; positive trends for Oz miners.


Material Matters: Miners, Copper And Iron Ore

Nov 15 2016

Conditions favouring bulk miners; copper’s price surge; iron ore outlook.



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