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: Ongoing Price Revisions, Gold-Oil Relationship
Apr 11 2011
A glance through the latest expert views and predictions about commodities with ANZ and Morgan Stanley adjusting forecasts and a study showing gold is a beneficiary of oil price spikes.
Material Matters: Silver And Coal Plus China And India
Apr 07 2011
A glance through the latest expert views and predictions about commodities with silver continuing to register record production, some coal contracts settled and an update on conditions in China and India.
Rising Costs Undermine Iron Ore Growth
Apr 06 2011
Citi has increased its iron ore price forecasts out to 2020 but little has found its way to producer earnings forecasts given rising costs and project risk.
Material Matters: Thermal And Met Coal, Iron Ore, Oz Resource Juniors
Mar 24 2011
A glance through the latest expert views and predictions about commodities with updaes on thermal and met coal, some bullish news for iron ore and potential value emerging in junior Oz resource plays.
Material Matters: Base Metals, Gold, Energy And Bulks
Mar 22 2011
A glance through the latest expert views and predictions about commodities with updates on base metal and gold markets and what the Japanese disaster may mean for energy and bulk markets.
Material Matters: Enery Substitution, Oz Steel, Oil Upgrades, Copper, Silver and Gold
Mar 18 2011
A glance through the latest expert views and predictions about commodities with Japan’s crisis expected to see energy substitution, Oz steel plays, oil price upgrades, a view on copper and silver relative to gold.
Material Matters: Japan’s Disaster And Commodity Markets
Mar 16 2011
A glance through the latest expert views and predictions about commodities with some initial views on commodity markets in the wake of the disaster in Japan and a revision to oil price forecasts.
Japan And The Energy Market Impact
Mar 14 2011
Analysts are not expecting any substantial impact on the Japanese economy from the earthquake, but demand for oil and LNG may jump in response to lost nuclear power.
Weakening USD Puts Commodities On A Roll
Mar 04 2011
Technical market analysts see pressure increasing on USD while highlighting this further stimulates commodities.
Material Matters: Platinum, Oil, Bulks and Fertilisers
Mar 02 2011
A glance through the latest expert views and predictions about commodities with positives for platinum, coal and iron ore, a ook at oil and base metals and an update on fertiliser prices.
