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
Regarding Our Current Commodity Super Cycle
Mar 25 2013
Ahead of the Herd’s Rick Mills believes there are compelling reasons to invest in junior resource companies.
Metal Matters: US Dollar, Copper And Iron Ore
Mar 22 2013
The US dollar rallies and metal prices fall, usually. Brokers look at rising copper production and portend an oversupply in iron ore.
The Overnight Report: Europe, The Lingering Disease
Mar 22 2013
Weak European data and the oversized shadow cast by Cyprus outweighed strong US and Chinese data last night. Dow down 90. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Back To Business
Mar 21 2013
Wall Street shrugged off Cyprus and took heart in an unchanged Fed. Dow up 55. (Accessible only for subscribers before 10:15 AEDST)
Goldman Reports Spark Rio Confusion
Mar 20 2013
Goldman Sachs has downgraded its iron ore price forecasts but a Conviction Sell on Rio Tinto from Goldman Global belies a Neutral rating locally. BHP is also at odds.
The Overnight Report: Rethink
Mar 20 2013
A rejection of the bail-out package by the Cypriote parliament has sent the Eurozone ministers back to the drawing board. Dow up 3 points. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: Cyprus Panic Cools
Mar 19 2013
The mounting opinion is that the eurozone ministers will back down on the extremes of their bail-out package for Cyprus. Dow down 62. (Accessible only for subscribers before 10:15 AEDST)
Metal Matters: Steel, Iron Ore and Base Metals
Mar 18 2013
Chinese steel movements pressure iron ore price but Oz miners are still competitive if price stays well above US$80/t. Base metals outlook continues to diverge.
The Monday Report
Mar 18 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Material Matters: Coal, Gold, Nickel, Oil & Gas
Mar 15 2013
Brokers find coal looks forlorn while gold costs loom large. Nickel is stuck in a range while oil & gas producers may soon become yield stocks.
