Iron Ore

Having shelved its various grandiose expansion plans, BHP is now focused on making more out of what it’s got. Analysts weigh up the benefits.

US stock markets reopened without incident last night to weigh up the minuses and pluses of Sandy and round out the month. Dow down 10. (Accessible only for subscribers before 10:15 AEDST)

The Chartist reports price action in Wesfarmers has set the stock up for a sharp move but direction will be determined by what happens next.

US stock and bond markets remained closed last night, but will reopen tonight for normal service. Futures trading suggests little change. (Accessible only for subscribers before 10:15 AEDST)

A glance through the latest expert views and predictions about commodities with updates on oil and the bulks, support for platinum and updated base metal forecasts.

US stock exchanges were closed last night due to Hurricane Sandy. Bonds closed early, while energy and commodities traded electronically. (Accessible only for subscribers before 10:15 AEDST)

The sharp rebound in iron ore prices has been as surprising as the earlier crunch but is the correction now set to run out of steam?

Last week brokers took on the implications of Australia’s dwindling mining capex cycle, the local FTA TV market, insurers and US exposed building materials plays.

Weekly update on recommendation, target price, and earnings forecast changes.

Grange Resources had a tough September quarter and the uncertainty of any selldown of the Southdown project sees brokers remain cautious on the stock.