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

The Overnight Report: Tapering Markets

Aug 08 2013

Wall Street and the world are trying to come to terms with what looks increasing like the start of Fed tapering as early as next month. Dow down 48. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Struggling At The Top

Aug 07 2013

Wall Street fell back on more taper-talk and a downgrade to Dow giant IBM as the summertime blues continue. Dow down 93. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Summertime Blues

Aug 06 2013

The lightest volume on Wall Street this year led to a slight pullback on hawkish Fedspeak. Dow down 46. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Aug 05 2013

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


The Overnight Report: The World Recovers, Almost

Aug 02 2013

Expansionary manufacturing data from across the globe (except guess where) suggests a world in recovery. Dow up 128. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Fed Remains On Message

Aug 01 2013

No mention of tapering, modest US growth and deflation concerns offered just about the right mix to assure no great response. Dow down 21. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Oil To Japan, Steel And Iron Ore

Jul 31 2013

Japanese oil demand, crunching the data in China’s steel sector and the oversupplied iron ore outlook.


Anticipating The Inflection Point For Commodities

Jul 31 2013

By Rudi Filapek-Vandyck, Editor FNArena Share market indices are back above 5000, and hanging around at levels above what used…


The Overnight Report: The Waiting Game

Jul 31 2013

Wall Street again closed flat ahead of tonight’s Fed statement and GDP, while metals tumbled on nervousness ahead of the Chinese PMI. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Coal, Iron Ore And Copper

Jul 30 2013

Opportunities in thermal ooal plays are closing, two steel inventory themes play out for iron ore and the copper surplus is seen as increasing.



Analyse The Market From A Different Angle