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: Commodity Markets, Gold, Resources & Energy Stock Previews
Feb 11 2016
Outlook for commodities; rally in gold; and expectations for the upcoming reports from miners and energy companies.
The Overnight Report: Each Way Bet
Feb 11 2016
Yellen has likely killed off a March rate hike, but not hikes altogether. Dow down 99. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Feb 08 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Reality Bites For Oil
Feb 05 2016
The oil price rebound appeared to exhaust itself last night, while weak US data again reduced any possibility of another Fed rate hike. Dow up 79. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Midnight Oil
Feb 04 2016
An oil price rebound turned Wall Street on a dime last night in a wild session which saw the US dollar tank. Dow up 183. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Don’t Mention the R-Word
Feb 03 2016
Another fall in oil and a big fall in US bond rates last night signal a world preparing for a more pronounced global slowdown. Dow down 295. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Sluggish Demand Growth, Copper, Alumina, Oil And Steel
Feb 02 2016
Metals likely the first to turn up; copper outlook; alumina outlook; seasonal rally in oil; and has peak steel passed?
The Overnight Report: Fedspeak Follies
Feb 02 2016
Dovish commentary from a Fedhead managed to turn Wall Street around last night despite another plunge in oil prices. Dow down 17. (Accessible only for subscribers before 10:15 AEST)
Fortescue Impresses As Costs Head Lower
Feb 01 2016
Fortescue Metals has impressed brokers as it continues to prove its operational efficiency in the face of weak iron ore prices.
The Monday Report
Feb 01 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Analyse The Market From A Different Angle
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