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: Release The Doves

Oct 09 2015

Wall Street is clearly back to being on board with a Fed that seems more dovish than was assumed. Dow up 138. (Accessible only for subscribers before 10:15 AEST)


Is Aurizon Becoming A Yield Play?

Oct 08 2015

Aurizon Holdings has provided more detail of its transformation plans, targeting further cost reductions and re-stating a 30% margin goal by FY18.


The Overnight Report: Top Of The Range

Oct 08 2015

For Australia it’s 5200, and for Wall Street, 2000 in the S&P. Wall Street did not quite push through last night in a volatile session. Dow up 122. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Where To Next?

Oct 07 2015

After a big recovery rally, Wall Street has stalled ahead of the upcoming earnings season. Dow up 13. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Back To The Future

Oct 06 2015

With the US jobs report ending Fed uncertainty for now, everything bad is good again. Dow up 304. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Oct 05 2015

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


The Overnight Report: Road To Nowhere

Oct 02 2015

Wall Street didn’t seem to quite know what to do last night but tonight’s jobs numbers likely forced a flat close. Dow down 12. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Commodity Price And Miner Revisions, Tin, Lead And Steel

Oct 01 2015

Deutsche Bank and Morgan Stanley downgrade commodity prices and review the outlook for miners; tin pressured by supply; lead outlook comparatively better; several factors weighing on steel.


The Overnight Report: Nice Windows

Oct 01 2015

It was a case of window-dressing and short-covering across global markets over the past 24 hours for the end of the quarter. Dow up 235. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Holding Firm

Sep 30 2015

Wall Street did not fall out of bed last night, as Monday night’s “Death Cross” omens portended. Dow up 47. (Accessible only for subscribers before 10:15 AEST)



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