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 Monday Report
Jun 22 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Lock The Doors Spiro
Jun 19 2015
Will Greece shut its banks on the weekend? Dow up 180. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bulk Trends, Oz Miners, Alumina, Nickel, Zinc And Steel
Jun 18 2015
Bulk trends mixed; Oz miners underperform; alumina to weaken; nickel, zinc prices on the rise; steel decline to continue.
The Overnight Report: Clueless
Jun 18 2015
The Fed provided no further clues last night as to when the first rate hike might be. Dow up 31. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: As You Were
Jun 17 2015
Global stock markets appeared to shrug off Greece last night in a reversal of mood, ahead of tonight’s Fed statement. Dow up 113. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Be Afraid
Jun 16 2015
Global markets are finally beginning to fear an increasingly likely Greek default. Dow down 107. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Jun 15 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: LNG, Iron Ore, Coking Coal, Copper And Alumina
Jun 12 2015
Upside for LNG prices; iron ore rally unsustainable; curtailments continue in coking coal; copper processing costs slump; alumina in China.
The Overnight Report: IMF Storms Out
Jun 12 2015
The IMF has abandoned negotiations with Greece, making a default more likely and sending global bond yields back down again. Dow up 38. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Rebound
Jun 11 2015
Strap in. Fresh news from Greece and a subsequent surge in global stock markets have the local futures market fired up. Dow up 236. (Accessible only for subscribers before 10:15 AEST)
