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 Monday Report
Jun 06 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Bring On Jobs
Jun 03 2016
A light volume session on Wall Street ahead of tonight’s US jobs number had the S&P500 back over 2100. Dow up 48. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Paint It Beige
Jun 02 2016
The Dow recovered from an initial hundred point fall as an anecdotal assessment on the economy neither confirmed nor dismissed a Fed rate hike. Dow up 2. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: End of Month
Jun 01 2016
Weakness on Wall Street last night was likely most attributable to it being the end of the month. Dow down 86. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Lithium, Iron Ore, Oil And Alumina
May 31 2016
Heightened interest in lithium; more iron ore volumes arriving; macro economic environment positive for energy, utilities; looming price crunch for alumina?
The Overnight Report: Tumbleweeds
May 31 2016
Australian data dominated the past 24 hours with shuttered US and UK markets ensuring a quiet night. (Accessible only for subscribers before 10:15 AEST)
Material Matters: China, Iron Ore, G7 On Steel & Aluminium, BHP, Nickel And Oz Gold Miners
May 30 2016
Real demand improves in China; iron ore pressure; G7 on industrial over-capacity; BHP Billiton’s identity crisis; jump in nickel use; the AUD and Oz gold miners.
The Monday Report
May 30 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Consolidation
May 27 2016
After two strong sessions, Wall Street stalled to regroup last night. Dow down 23. (Accessible only for subscribers before 10:15 AEST)
Wesfarmers Dividend Under Threat?
May 26 2016
Wesfarmers has outlined large impairments on Target and Curragh coal mine to be taken in the FY16 accounts. Brokers were not surprised but some question whether a dividend reduction is in the offing.
