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: Clueless

Nov 13 2015

Yet again the Fed has managed to reinject utter confusion into the US monetary policy debate. Dow down 254. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Armistice

Nov 12 2015

The Veterans Day part holiday in the US kept volumes at bay last night as Wall Street drifted lower. Dow down 55. (Accessible only for subscribers before 10:15 AEST)


Incitec Pivot Running On Ammonia

Nov 11 2015

Cash flow from the Louisiana ammonia plant in 2016 is the key to the outlook for Incitec Pivot, brokers contend, but will it be enough?


The Overnight Report: Deliberation

Nov 11 2015

There was not a lot of action on Wall Street last night as investors continue to weigh up the implication of a Fed rate hike. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Iron Ore, Major Miners And Thermal Coal

Nov 10 2015

Catalysts for iron ore; major miner dividend policy; and Japan’s future energy needs.


The Overnight Report: Rough Take-Off

Nov 10 2015

The reality of Fed tightening along with the weak Chinese data sent Wall Street into a spin last night. Dow down 179. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Nov 09 2015

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


The Overnight Report: Waiting For Jobs

Nov 06 2015

Wall Street went on hold last night ahead of tonight’s non-farm payrolls report. Dow down 4. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: A Live Possibility

Nov 05 2015

Janet Yellen has reaffirmed the likelihood of a Fed rate rise in December. Dow down 50. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: All Is Forgiven

Nov 04 2015

After another positive session, Wall Street is once again closing in on all-time highs. Dow up 89. (Accessible only for subscribers before 10:15 AEDST)



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