Coal and Steel
Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.
Feb 14 2017
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
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
BlueScope Steel has upgraded earnings estimates for the first half and brokers welcome the work done to improve the outlook and balance sheet.
Jan 25 2017
Previous Stories
Iron Ore At Inflection Point
Jan 25 2017
The Chartist suggests the ion ore price has reached a level which will determine whether more upside or downside is to follow.
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.
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.
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.
The Overnight Report: Holiday Spree
Nov 24 2016
A pre-holiday pullback would not have been a surprise, but Wall Street just kept pushing higher. Dow up 59. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Dow 19,000
Nov 23 2016
The records continue to tumble on Wall Street. Dow up 67. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Commodity Price Surge
Nov 22 2016
A dip in the greenback and positive talk elsewhere has sent oil up 4% and metal prices surging. Dow up 88. (Accessible only for subscribers before 10:15 AEST)
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.
Analyse The Market From A Different Angle
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