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: Follow The Stats

Nov 03 2015

Hopes for a typically positive November-December had Wall Street off to a good start last night. Dow up 165. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Oz East Coast Gas, Chinese Steel, Nickel And Copper

Nov 02 2015

Constraints on Australia’s east coast gas market; China’s steel makers; nickel in 2016; copper production cuts and supply issues.


The Monday Report

Nov 02 2015

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


The Overnight Report: Slow Going

Oct 30 2015

Last night’s US GDP number was lower than expected and it appears Beijing will now lower its expectations as well. Dow down 23. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: December Looms Larger

Oct 29 2015

The Fed gave its biggest hint last night it will move in December. Dow up 198. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: The Waiting Game

Oct 28 2015

Aside from the Fed meeting, Wall Street was last night waiting for Apple’s after-market earnings result. Dow down 41. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Breather

Oct 27 2015

After two solid days of gains, Wall Street stalled last night ahead of more earnings reports and the Fed meeting. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Oct 26 2015

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


The Overnight Report: Santa Mario

Oct 23 2015

A strong hint from the ECB it will extend QE from December sent global markets soaring last night. Dow up 320. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: All The Wild Horses

Oct 22 2015

With not much else going on, the only highlight on Wall Street last night was the Ferrari IPO. Dow down 48. (Accessible only for subscribers before 10:15 AEST)



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