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
Panic Buying Sets Outlook For Coking Coal
Sep 20 2016
A number of key factors have lined up in the coal market and the price canary has flown the cage, with coking coal surging significantly in August.
The Overnight Report: Jittery
Sep 20 2016
Wall Street was up down and all around last night before closing flat, with central bank meetings looming. Dow down 3. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Sep 19 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Love That Bad News
Sep 16 2016
A fall in US retail sales was the bad news Wall Street needed to post a good news rally. Dow up 177. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Appletised
Sep 15 2016
Another solid session for Apple again countered weakness in oil, balancing Wall Street. Dow down 31. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Oil In The Mix
Sep 14 2016
The IEA’s cut in oil demand forecast added to the woes on Wall Street as Monday’s gains evaporated. Dow down 258. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Strategy & China, Coking Coal, Iron Ore And Copper
Sep 13 2016
China’s policy and support for commodity prices; steel demand underpins iron ore and coking coal; stability in copper prices.
The Overnight Report: Fedheads Or Fedtails
Sep 13 2016
Another day, another Fedhead, this time with a dovish tone, Dow up 239. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil, Coal, Bulks And Contractors
Sep 12 2016
Upcoming OPEC meeting; coal price rally; outlook for bulks; de-rating ahead for contractors.
The Monday Report
Sep 12 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Analyse The Market From A Different Angle
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