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: Coking Coal, Energy, Iron Ore, Global Miners And Nickel
Oct 10 2016
Elevated coking coal prices; OPEC oil deal looking shaky; iron ore outlook; balance sheet metrics for global miners; nickel’s bullish outlook dented.
The Monday Report
Oct 10 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Awaiting Jobs
Oct 07 2016
As always, Wall Street quietened down ahead of tonight’s jobs number. Dow down 12. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Bulks, Gold, Oil And Steel
Oct 06 2016
Iron ore exports down in August; Deutsche Bank raises forecasts for bulks & base metals; gold outlook & US Fed; oil outlook & OPEC; BlueScope Steel.
The Overnight Report: Rates Moving Higher
Oct 06 2016
The world is coming to terms with global tightening. Banks and oil stocks led Wall Street higher. Dow up 112. (Accessible only for subscribers before 10:15 AEST)
Rain May Threaten Harvests But Supports Coal Prices
Oct 05 2016
The wet end to winter looks to be continuing, threatening to spoil bumper crops while contributing in small part to the surging coal price.
The Overnight Report: Gold Capitulates
Oct 05 2016
Hawkish talk from both the Fed and ECB sent gold plunging through support last night. Dow down 85. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: The Fourth Quarter
Oct 04 2016
Wall Street stumbled into the fourth quarter under pressure from various issues yet to be resolved. Dow down 53. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 03 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Ghost Of Crisis Past
Sep 30 2016
The spectre of Lehman again hangs over Deutsche Bank as hedge funds begin to withdraw their capital. Dow down 195. (Accessible only for subscribers before 10:15 AEST)
