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: Oil, Coal, Mineral Sands, Copper And Gold
Dec 13 2010
A glance through the latest expert views and predictions about commodities, with UBS lifting its oil price forecasts and positives identified for coal, mineral sands, copper and gold prices.
Material Matters: Picks For 2011, Nickel and PCI Coal Updates
Dec 10 2010
A glance through the latest expert views and predictions about commodities with BA Merrill Lynch offering its picks for 2011, updates from commodity conferences and on nickel and PCI coal.
QE Distraction
Dec 09 2010
BTIG Market Strategist Mike O’Rourke explains why equities, not commodities, are the place to be.
Material Matters: Copper, Iron Ore, Coal And Oil, And Strategies For 2011
Dec 07 2010
A glance through the latest expert views and predictions about commodities, with buying not building a cheaper option for copper producers, positives for iron ore, coal and oil prices and some strategies for the coming year.
Material Matters: Ongoing Positives For Coal, Copper, Gold, Crude Oil
Dec 06 2010
A glance through the latest expert views and predictions about commodities, with bad weather offering some positives for coal, strong Chinese demand a positive for gold, upgrades for copper and revisions to energy price forecasts.
Material Matters: Aluminum Vs Silver, Ag Commodities And Bulks
Dec 02 2010
A glance through the latest expert views and predictions about commodities with long aluminium / short silver seen as the trade for 2011 and updates on agricultural, bulk commodity and oil markets.
Material Matters: Copper And Gold, Nickel And Steel
Nov 30 2010
A glance through the latest expert views and predictions about commodities with reasons offered why copper and gold can go higher, some new coverage of nickel stocks and an update on the global steel market.
What Odds A Rio Buyback?
Nov 30 2010
Rio Tinto tantalised investors at its seminars last week, but analysts do not necessarily see capital management in the shorter term.
Material Matters: Palladium Positives And An Update On Rare Earth Elements
Nov 29 2010
A glance through the latest expert views and predictions about commodities with some positives identified for palladium, analysis of Chinese trade data and an update on the rare earth market.
Material Matters: Iron Ore, Coal Price Expectations Improving, Value In Australian Steel Plays
Nov 25 2010
A glance through the latest expert views and predictions about commodities with expectations improving for iron ore and coal prices and long-term value on offer in Australian steel plays.
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