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
Quo Vadis, Fortescue?
Feb 24 2011
The TechWizard suggests this could be a make-or-break situation for Fortescue shares.
Material Matters: Bulks, Copper, Zinc And Chinese Tightening
Feb 24 2011
A glance through the latest expert views and predictions about commodities with a push for monthly coal contracts, positive fundamentals for copper and iron but not zinc and an assessment of the impact of Chinese monetary policy on commodity prices.
(Most) Small Miners No Longer Attractive, Citi Concludes
Feb 23 2011
Fully valued with pockets of value. Such is Citi’s view on small miners in Australia. Small industrials have thus become the new focus.
Two More Decades Of Wet For Australia?
Feb 16 2011
Some scientists believe there exist longer scale wet/dry cycles which overlay the shorter El Nino/La Nina cycles and that we may have just come out of a decades of dry and into decades of wet. This could mean more “Brisbanes” over the next twenty plus years.
Material Matters: Thermal Coal, Iron Ore, Palladium, And Alumina
Feb 15 2011
A glance through the latest expert views and predictions about commodities with positive fundamentals identified in thermal coal and fertiliser markets, short-term support for iron ore and palladium and alumina prices tipped to forecast to go higher.
The Implications of a Potential Top in Commodities
Feb 10 2011
Market analysts at GaveKal contemplate whether commodity prices might be peaking.
Has The Baltic Index Gone Dry?
Feb 09 2011
Once hailed as a reliable lead indicator for bulk commodity prices, the Baltic Dry Index appears to have lost the plot.
Shifting Between Commodities And The Rest
Feb 08 2011
Market analysts and strategists are reviewing their preferences between commodities and “others” for the year ahead.
Material Matters: Aluminium, Copper, Steel and Coal
Feb 07 2011
A glance through the latest expert views and predictions about commodities with few signs aluminium prices can improve short-term but better conditions in steel, coal and copper markets.
Material Matters: Sugar, PGMs, Fertilisers And Gold
Feb 03 2011
A glance through the latest expert views and predictions about commodities with market conditions supportive for sugar, fertiliser and platinum group metal prices but less so for gold.
