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: Coal, Iron Ore, Nickel And Aluminium

Aug 16 2016

Price outlook for coal; iron ore consumption; China’s steelmaking restructure; impact of Philippines nickel supply cuts; aluminium demand; Canaccord Genuity upgrades Galaxy Resources.


The Overnight Report: Another Record

Aug 16 2016

Another triple index record high was posted last night as Wall Street continues to find little reason to sell. Dow up 59. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Aug 15 2016

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


The Overnight Report: Oil Reversal

Aug 12 2016

The Saudis are now talking the talk yet again on production cuts, sending oil up 4%. Dow up 117. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Oil Pressure

Aug 11 2016

Record Saudi production led to a 3% drop in the oil price last night and some mild pressure on Wall Street. Dow down 37. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Going Nowhere

Aug 10 2016

It was another summer-dull session on Wall Street last night, but still there seems no interest in the downside. Dow up 3. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: And Pause

Aug 09 2016

Wall Street fell back into the doldrums last night following Friday night’s jobs-based rally. Dow down 14. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Aug 08 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

Aug 05 2016

Wall Street closed flat ahead of tonight’s jobs report despite a substantial stimulus package from the Bank of England. Dow down 2. (Accessible only for subscribers before 10:15 AEST)


Value Over Volume For Rio

Aug 04 2016

Rio Tinto delivered a first half result which was broadly in line, retaining a strict discipline on costs and a value-over-volume strategy.



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