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: Aluminium, Copper, And Chinese Trade Data
Nov 24 2010
A glance through the latest expert views and predictions about commodities with arguments in favour of both copper and aluminium prices and a review of recent Chinese trade data.
Elevated Prices And Headwinds Ahead For Commodities
Nov 23 2010
National Australia Bank has reviewed the gold, oil and bulk commodity markets, while offering its forecasts for coming quarters.
Material Matters: QE2, Base Metals, Thermal Coal
Nov 16 2010
A glance through the latest expert views and predictions about commodities with arguments in favour of further gains in base metals and thermal coal, plus more.
Bluescope: Patience Required
Nov 12 2010
Bluescope’s guidance downgrade has sparked some major earnings forecast downgrades from analysts but they just can’t get past the stock’s longer term value.
Material Matters: Trends Positive For Oil, Ag Commodities, And Coal
Nov 11 2010
A glance through the latest expert views and predictions about commodities with recent data positive for stronger oil and agricultural commodity prices and signs global coal markets remain tight.
Westpac Sees Booms And Busts Ahead For Australia
Nov 11 2010
Westpac has attempted an extensive global and local economic forecasting exercise out to 2020 with somewhat of a roller coaster implied.
The Overnight Report: China In The Frame
Nov 11 2010
Wall Street reversed a sharp opening loss in lockstep with a reversing US dollar last night ahead of the G20. Dow up 9.
Material Matters: Index Re-Weightings, Plus Miners With Cash
Nov 10 2010
A glance through the latest expert views and predictions about commodities with potential impacts from commodity index fund re-weightings, Citi looking at how miners will use excess cash and UBS suggesting iron ore could stay stronger for longer.
Material Matters: Copper A Winner Plus Bulks And Steel Orders Of Preference
Nov 08 2010
A glance through the latest expert views and predictions about commodities, with October’s price gains expected to continue, reasons copper can continue to run and Credit Suisse’s order of preference among Oz iron ore and steel plays.
Here Come The QE2 Commodity Price Upgrades
Nov 08 2010
One broker has been quick to move on QE2-based commodity prices changes and subsequent earnings forecast changes for BHP, Rio, Alumina and Iluka.
