Agriculture

How will China’s iron ore inventory be reduced? What price is required for iron ore equities to break even? El Nino’s impact on Oz agricultural stocks. Zircon outlook is improving.

Select Harvests has been troubled by rainfall as it harvests the almond crop but strong prices provide an offset.

Tax burden on labour rising; US plantings delayed; Oz federal budget and consumer spending; FY15 earnings risk for Australian stocks; local advertising trends.

Oil & gas production previews; Chinese commodity demand; soft commodities, Australian beef

Phillip Capital’s Tim Moffat outlines a significant opportunity in Australian walnut producer Webster Ltd.

Nufarm has announced a restructuring of its Australian operations which brokers believe will be of modest help in countering growing competition.

Platinum potential, gold demand and 2014 commodity preferences in the face of plateauing Chinese demand.

Moelis is excited about the outlook for TFS Corp’s Indian sandalwood plantations and expects the company to become the sole global provider of this precious oil.

Despite a strong rally in the share price Moelis thinks almond producer Select Harvests is in line for more.

Grain prices are expected to stay high and gold is subdued. The copper balance is teetering while zinc is definitely in surplus. Goldman finds thermal coal productivity a mixed blessing.