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: Sugar, Easy Money, Oil, And Gold
Sep 17 2010
A glance through the latest expert views and predictions about commodities with CBA suggesting sugar prices may be set to wane, plus oil and one observation about physical demand for gold.
Material Matters: Gold, Base Metals, Oil And Iron Ore
Sep 13 2010
A glance through the latest expert views and predictions about commodities with supportive factors identified for gold, copper and oil and an update on Brazilian iron ore output.
MS Predicts Upgrades For Resources, Plus More On Media
Sep 09 2010
Morgan Stanley suggests Diversified Resources stocks are about to enjoy upgrades to market forecasts. Plus a rally for copper. Plus the latest views on media stocks in Australia.
Global Steel Consumption To Grow Strongly
Sep 07 2010
Industry steel analysts at MEPS believe global consumption of steel will grow strongly in the years ahead.
Boom Goes Regional Australia
Sep 06 2010
The Australian economy has never had it so good, finds NAB, as long as you’re nowhere near the south-east corner.
Material Matters: JP Morgan Bearish On Nickel, Alumina And Cotton
Sep 03 2010
A glance through the latest expert views and predictions about commodities with JP Morgan offering reasons to remain bearish on nickel, the alumina market’s transition to spot prices and why cotton prices should stay at elevated levels.
Does Fortescue Have A New Funding Issue?
Sep 03 2010
Leucadia holds 8% of Fortescue and has opposed moves by the company to issue additional debt to raise funds, which brokers suggest has potential funding implications for the iron ore play.
Material Matters: Base Metals And Oz Steel
Sep 02 2010
A glance through the latest expert views and predictions about commodities with JP Morgan on base metal prices, Macquarie on zinc and Deutsche offering its Oz steel preferences.
Material Matters: Coal Contracts, Stainless Steel And Oil Prices
Sep 01 2010
A glance through the latest expert views and predictions about commodities with recent coal contract price outcomes seen as solid and reasons why oil and stainless steel prices will head higher.
Material Matters: Citi Lifts Iron Ore Forecasts, Plus NatGas, Aluminium and Zinc
Aug 31 2010
A glance through the latest expert views and predictions about commodities with Citi lifting iron ore price forecasts, updates on LNG and aluminium and RBS explaining why zinc prices have struggled.
