Energy

Analysts have been left scratching their heads as to why an energy company would become a yield play rather than a growth play. The spotlight now turns to BHP and Rio, which like Woodside have deferred spending.

The past two nights have seen solid jumps in copper, gold and oil although iron ore has bucked the trend. Dow down a net 19 points over two sessions. (Accessible only for subscribers before 10:15 AEST)

What if Australian governments were to ban fracking? But what if the US decides against exporting LNG? The picture for Australian LNG aspirants is constantly changing.

A scam tweet sent Wall Street spiralling last night, then rebounding immediately, on what was otherwise a strong session for earnings. Dow up 152. (Accessible only for subscribers before 10:15 AEST)

Wall Street is back in buy-the-dip mode, re-establishing the trend prevailing before the China GDP sell-off. Dow up 19. (Accessible only for subscribers before 10:15 AEST)

Brokers believe oil and gas major Santos looks well positioned for improved profitability from the end of this year.

Commodities consolidated and some buying emerged, but weak data and mixed earnings results are maintaining the pressure on Wall Street. Dow down 81. (Accessible only for subscribers before 10:15 AEST)

It appears global markets may have woken up to the realisation the risk trade has run just too far ahead of global economic reality. Dow down 138. (Accessible only for subscribers before 10:15 AEST)

The assumption that Boston was one small incident, along with some better US data and strong profit reports helped Wall Street rebound from Monday’s losses. Dow up 157. (Accessible only for subscribers before 10:15 AEST)

With the James Price Point LNG facility now off the agenda, brokers argue as to whether shareholders will benefit from a capital return from Woodside.