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: Oil, Bulks And Platinum
Apr 03 2013
Prices for several commodities – oil, iron ore and coal – came of their highs over March and analysts ask whether these levels will be regained.
The Overnight Report: Damn The Torpedoes
Apr 03 2013
Wall Street doesn’t much care about North Korea, or Europe for that matter. Dow up 89. (Accessible only for subscribers before 10:15 AEDST)
The Monday Report (On Tuesday)
Apr 02 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Metal Matters: Iron Ore, Thermal Coal And Gold
Mar 28 2013
Not all analysts are bearish on iron ore, while thermal coal in the longer term is causing concern and gold finds are diminishing.
The Overnight Report: Remember Italy?
Mar 28 2013
The world was reminded last night Italy still has no government, while Cyprus has moved to limit money transfers ahead of bank re-openings. Dow down 37. (Accessible only for subscribers before 10:15 AEDST)
Is There Value In BHP and Rio?
Mar 27 2013
The diversified miners and pure-play iron ore miners have underperformed the market this year and frustrated shareholders. Iron ore price fears are but one issue. Is there actually value in owning these companies?
Material Matters: Copper, China’s Property Tax And Coal
Mar 27 2013
As copper supply drifts to surplus the metal’s outlook is enmeshed in the Chinese property market. UBS looks at infrastructure plans to transport coal in the Galilee Basin.
The Overnight Report: Buy It Anyway
Mar 27 2013
The shadow of Cyprus and some mixed US economic data could not stop a return to strength on Wall Street. Dow up 111. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Cyprus Evokes Double Dutch
Mar 26 2013
Is Cyprus a template for other bail-outs? Maybe yes, maybe no, maybe European politicians have stuffed it up again. Dow down 64. (Accessible only for subscribers before 10:15 AEDST)
What The Charts Say About Iron Ore
Mar 25 2013
The Chartist bemoans panicked media reporting on rising or falling iron ore prices, and offers up a tachnical view on price direction instead.
