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
Material Matters: Chinese Data, Iron Ore, Oil, Coking Coal And Nickel
Apr 28 2016
Large rebound in Chinese imports; break even lowered for iron ore producers; oil risks growing; coking coal finally rallies; supply reductions beginning for nickel.
The Overnight Report: Growth Has Slowed
Apr 28 2016
A Fed rate hike now looks less of a possibility in June following last night’s statement release. Dow up 51. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Waiting Game
Apr 27 2016
Wall Street was quiet last night ahead of after-the-bell earnings reports and central bank meetings in coming days. Dow up 13. (Accessible only for subscribers before 10:15 AEST)
The Monday Report (on Tuesday)
Apr 26 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: What Goes Up
Apr 22 2016
There was little surprise on Wall Street last night when indices fell back somewhat after the strong run up. Dow down 113. (Accessible only for subscribers before 10:15 AEST)
BHP Opts For Value Over Volume
Apr 21 2016
BHP Billiton, like peer Rio Tinto, has opted for the value over volume proposition in iron ore and puts in place a two-year rail maintenance program in Western Australia.
Brokers Question Rio Tinto’s Guidance
Apr 21 2016
Rio Tinto attributed a reduction in its Pilbara iron ore guidance for 2017 to the AutoHaul project but several brokers suspect it is more about value over volume.
The Overnight Report: Quiet Achievement
Apr 21 2016
Wall Street continued to drift higher last night on low volume as oil prices again rallied. Dow up 42. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Just Like Old Times
Apr 20 2016
The S&P500 is back at 2100, as it was in February last year. Dow up 49. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Doha Indifference
Apr 19 2016
Oil fell, slightly, but energy stocks led the Dow up through 18,000 with a 106 point gain. (Accessible only for subscribers before 10:15 AEST)
