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: It Was Just A Flesh Wound

Feb 06 2013

Europe was quickly forgotten last night after the announcement of a big LBO sent the Dow scurrying back towards 14k once more, closing up 99. (Accessible only for subscribers before 10:15 AEDST)


The Overnight Report: Sleeping Demon Awakes

Feb 05 2013

European fears returned last night to snap Wall Street out of its complacency. Dow down 129. (Accessible only for subscribers before 10:15 AEDST)


The Monday Report

Feb 04 2013

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


The Overnight Report: Best January In Nineteen Years

Feb 01 2013

It’s been a stall at the death, but Wall Street remains upbeat following a remarkable January. Dow down 49. (Accessible only for subscribers before 10:15 AEDST)


Material Matters: Iron Ore, Coal, Copper, Aluminium and Sugar

Jan 31 2013

Bulks are not expected to endure the wild rides of 2012 while there’s some potential surprises in copper and aluminium. And then there’s sugar.


Assessing Another Queensland Flood

Jan 31 2013

Insurers can cope with the latest Queensland flood — even Suncorp — according to brokers. Minimal impact so far on mines.


The Overnight Report: US Economy Shrinks

Jan 31 2013

It came as a shock to Wall Street that the US economy actually contracted in the fourth quarter, but not too much of a shock. Dow down 44. (Accessible only for subscribers before 10:15 AEDST)


The Overnight Report: Ground Control To Major Tom

Jan 30 2013

As the Dow rapidly closes the gap to 14,000, all talk on Wall Street is to whether US stocks have shot up too far, too fast. Dow up 72. (Accessible only for subscribers before 10:15 AEDST)


The Overnight Report: One Bad Apple

Jan 25 2013

The Nasdaq looked ugly, but the S&P split the difference of another up-day for the Dow on solid data. Dow up 46. (Accessible only for subscribers before 10:15 AEDST)


BHP Can Produce, But Can It Profit?

Jan 24 2013

BHP may exceed production guidance in the medium term but with commodity prices subdued, cost reduction is the next challenge.



Analyse The Market From A Different Angle