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
The Overnight Report: Fightback
Aug 04 2016
Wall Street’s pullback proved to be a blip as the indices returned to quiet mode ahead of Friday’s jobs report. Dow up 41. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Break Down
Aug 03 2016
Wall Street finally fell out of its lengthy sideways trading pattern last night on weaker oil and other headwinds. Dow down 90. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Steel, Iron Ore, Copper And Mineral Sands
Aug 02 2016
China’s steel exports; iron ore demand; copper disruptions; rising pigment prices.
The Overnight Report: Oil Wakes The Bear
Aug 02 2016
WTI traded under 40 last night to mark a 20% pullback yet Wall Street remained range-bound. Dow down 27. (Accessible only for subscribers before 10:15 AEST)
More Favourable Outlook For Mineral Deposits
Aug 01 2016
Confidence is growing in Mineral Deposits as production improvements at the company’s two main operations ramp up.
The Monday Report
Aug 01 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Fortescue Metals Outlook Impresses Brokers
Jul 28 2016
Fortescue Metals continues to drive down costs, impressing brokers with its guidance for FY17.
Material Matters: Energy, Coal And Nickel
Jul 28 2016
Oil & gas outlook; coal pricing and demand; nickel outlook in the wake of the Philippines review of its nickel mines.
The Overnight Report: Limbo Land
Jul 28 2016
The local market was unsure what to do with the CPI numbers and Wall Street remains undecided on Fed policy. Dow down one point. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Poised
Jul 27 2016
Comebacks in both the local market yesterday and Wall Street overnight have investors positioned ahead of today’s CPI data and tonight’s Fed statement. Dow down 19. (Accessible only for subscribers before 10:15 AEST)
