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: Iron Ore, Aluminium And Consolidation
Jun 24 2013
Goldman Sachs sees iron ore pushing higher over the 2H, while Macquarie sees little upside for aluminium and UBS is predicting some supply side consolidation.
The Monday Report
Jun 24 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Fortescue Downgrade Masks the Positives
Jun 21 2013
It was not a good day for Fortescue to downgrade production but the rest of the update was actually good news.
The Overnight Report: Sugar Deficiency
Jun 21 2013
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)
The Overnight Report: One More Year!
Jun 20 2013
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)
Material Matters: Global Capex, Iron Ore, Steel
Jun 19 2013
A review of the global outlook for global mining capex, prospect for domestic iron ore play, the US scrap market and a post mining boom outlook.
The Overnight Report: Expecting Good Things
Jun 19 2013
Wall Street has decided Ben Bernanke will do the right thing tonight, whatever that is. Dow up 138. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Now The Journalists Are In Charge
Jun 18 2013
Another rally on Wall Street was interrupted last night by a misinterpreted FT article as the great taper debate stumbles tediously on. Dow up 109. (Accessible only for subscribers before 10:15 AEST)
Material Matters: China And BHP, Coal, Fertiliser And Incitec Pivot
Jun 17 2013
Chinese growth remains key to BHP, the coal market is not shipshape and some fertiliser products are more resilient than others.
The Latest Feel On China Steel
Jun 17 2013
The mood inside China remains cautious, although analysts at ANZ expect solid steel output to provide some support for iron ore prices.
