Coal and Steel

Is the worst of the downturn over?; China’s electricity consumption; iron ore rally may run out of puff; nickel moving into deficit.

Wall Street went quiet last night in the wake of the ECB-inspired rally, awaiting both the BoJ and Fed. Dow up 15. (Accessible only for subscribers before 10:15 AEST)

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

What did Draghi mean? Dow up a hundred, down two hundred, and back again. (Accessible only for subscribers before 10:15 AEST)

Wall Street was quiet last night ahead of tonight’s ECB meeting but oil rediscovered its strength. Dow up 36. (Accessible only for subscribers before 10:15 AEST)

Fortescue Metals has outlined a joint venture deal with Brazil’s Vale for blending iron ore. Brokers mull the proposed benefits.

Analysts have poured cold water on the commodity price rebound as China posts shocking trade data. Dow down 109. (Accessible only for subscribers before 10:15 AEST)

Trends in worldwide exploration; metal prices rebound; zinc outperforms; steel demand up; contractors being re-rated.

Ongoing rallies in commodity prices are driving markets higher, albeit Wall Street’s correlation to the oil price is fading. Iron ore goes nuts. Dow up 67. (Accessible only for subscribers before 10:15 AEST)

Self regulating mine supply; base metal malaise; zinc supply not tight enough; tin price rally likely short-lived; what if Indonesia lifts its export ban?