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: Oil Jitters Return
Jul 26 2016
Oil is back as a share market driver, having now fallen through the bottom of its range of several months. Dow down 77. (Accessible only for subscribers before 10:15 AEST)
Brokers Urge Caution On South32 Outlook
Jul 25 2016
South32 maintains restructuring and cost reduction initiatives are largely complete but brokers remain cautious ahead of the August results.
The Monday Report
Jul 25 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Consolidation
Jul 22 2016
Wall Street finally took a breather last night, eyeing off next week’s central bank meetings. Dow down 77. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Conviction Lite
Jul 21 2016
Wall Street continues to rally into blue sky, but on negligible volume. Dow up 36. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Greenback Worries
Jul 20 2016
Wall Street was once again flat overnight but a rising US dollar is beginning to cause some concern. Dow up 25. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Oil, Gold, Potash And Nickel
Jul 19 2016
Steel to drag on iron ore; weak oil continues; gold’s safe haven strengthening; battle for share in potash; temporary support for nickel; and Syrah Resources.
The Overnight Report: Slow And Steady
Jul 19 2016
Wall Street continued to move higher into blue sky last night, slowly. Dow up 16. (Accessible only for subscribers before 10:15 AEST)
Can Whitehaven Defy The Odds On Thermal Coal?
Jul 18 2016
Whitehaven Coal produced a sturdy June quarter report but brokers are divided over the future pricing of thermal coal, on which the company is heavily dependent.
The Monday Report
Jul 18 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
