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: Swing Factor

Jun 17 2016

The Brexit polls have suddenly swung significantly to the “stay” side, prompting a wild night in financial markets. Dow up 93. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Gold, Zinc, Copper, Thermal Coal and Steel

Jun 16 2016

Gold prices on the rise; zinc peaking; Macquarie remains bearish on copper; surprising rally in thermal coal; iron ore in holding pattern; Macquarie’s China tour.


The Overnight Report: Hawkish Yesterday, Dovish Today

Jun 16 2016

Expectations of a Fed rate rise have faded further as the Fed swings back into dovish mode. Dow down 34. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Will I Stay Or Will I Go Now

Jun 15 2016

Markets continue to be dominated by Brexit fears. Dow down 57. (Accessible only for subscribers before 10:15 AEST)


The Monday Report (On Tuesday)

Jun 14 2016

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


The Overnight Report: Nowhere To Run To

Jun 10 2016

The Dow is unable as yet to break through 18,000, closing down 10 last night. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Coking Coal, Copper, Nickel And Iron Ore

Jun 09 2016

Coking coal prices; sudden jump in copper stocks; nickel profitability; short-term upside for iron ore.


The Overnight Report: Slow Grind

Jun 09 2016

In rising 66 points, the Dow has closed above 18,000 in unspectacular fashion. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Bridge Too Far

Jun 08 2016

The Dow rallied 80 points last night, hit 18,000, and promptly fell back down to close up 17. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Flip Flop

Jun 07 2016

Janet Yellen has effectively confirmed no Fed rate hike this month. Dow up 113. (Accessible only for subscribers before 10:15 AEST)



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