Iron Ore
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: Thermal Coal, Iron Ore, Resource Stocks, Gold And Gold Stocks
Sep 19 2013
Thermal coal fundamentals, iron ore surplus and buying resources and gold stocks.
The Overnight Report: Just Kidding
Sep 19 2013
Wall Street was a tad dumfounded last night when the Fed postponed tapering given an insufficient US economic recovery. Dow up 147. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: One More Sleep
Sep 18 2013
The world is now in wait mode ahead of tomorrow night’s FOMC meeting. Dow up 34. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Addressing The Chair
Sep 17 2013
The withdrawal of Summers and the assumption Yellen will replace Bernanke was the primary driver of Wall Street last night. Dow up 118. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Sep 16 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Settling Down
Sep 13 2013
A history-making fourth triple-digit Dow gain was unlikely last night as Wall Street starts eyeing off next week’s FOMC meeting. Gold tanks again. Dow down 25. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: What Can Derail Wall Street?
Sep 12 2013
Wall Street has pushed well past its Syria tipping point, and appears to be shrugging of tapering fears. Dow up 135. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Uranium, Tin, Steel, Alumina And Resource Risks
Sep 11 2013
A uranium deficit until 2015? Chinese trade figures and steel stocks. Australian resource stock risks.
Pilbara Power: Rio Ramps Up
Sep 11 2013
Rio Tinto’s Pilbara expansion is ahead of schedule and budget and analysts have returned from a field trip very impressed. The next stage looks like going ahead but the question remains, does a slower global economy need all this new iron ore supply?
The Overnight Report: Syria Fears Fade
Sep 11 2013
Wall Street rose last night, again buoyed by a combination of stronger Chinese data and the increasingly likelihood of a non-military solution for Syria. Dow up 127. (Accessible only for subscribers before 10:15 AEST)
