Energy

Iron ore is expected to firm a little then soften, rising coal supply is pressuring prices, while the falling AUD is helping domestic miners across the board, although there is little good news for gold.

Last night’s downward revision to US GDP confirms bad news is still good news too. Dow up 149. (Accessible only for subscribers before 10:15 AEST)

Positive US data pushed Wall Street up last night despite monetary policy implications. Are things going back to “normal”? Dow up 100. (Accessible only for subscribers before 10:15 AEST)

The world responded over the last 24 hours to a plunge in Chinese stocks but Fedspeak saved Wall Street from a much bigger fall. Dow down 139. (Accessible only for subscribers before 10:15 AEST)

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

Wall Street tumbled, commodities crashed and gold bade farewell as the world responded in earnest to Fed tapering, and problems in China. Dow down 353. (Accessible only for subscribers before 10:15 AEST)

US shale oil producers are hoping to export LNG at prices which challenge oil-indexing and play into the hands of angry Asian importers. Just what impact might this have on Australian LNG projects nearing completion?

Woodside’s investment in the Leviathan LNG project offshore Israel hangs in the balance as deadlines approach. Committed funds may yet be given back to shareholders, once again at the expense of growth options.

Jonathan Barratt of Barratt’s Bulletin does not expect crude oil prices to hold these higher, geopolitically inspired levels.

If the trend of US recovery continues, the Fed will start to taper later this year and cease QE mid-2014. Dow down 206. (Accessible only for subscribers before 10:15 AEST)