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 Forecasts Cut, Gold To Go Higher, Updates On Aluminium and Bulks
Aug 30 2010
A glance through the latest expert views and predictions about commodities with Barclays cutting oil price forecasts, Standard Bank still positive on gold prices and updates on the aluminium market and bulk contract negotiations.
Cashflow Earns Fortescue Some Respect
Aug 30 2010
Is Fortescue still just too ambitious? We review following a Goldman Sachs upgrade.
Big Profit But Earnings Miss For BHP
Aug 26 2010
Despite a significant second half, BHP’s result still fell short of broker expectations on the earnings line.
Material Matters: Crude Oil Drilling, Iron Ore And PGMs
Aug 24 2010
A glance through the latest expert views and predictions about commodities with long-term implications from the BP oil spill and few reasons to be positive on iron ore short-term.
Global Steel Production Poised For New Records
Aug 24 2010
Steel industry consultant MEPS predicts 2010 will be a record year for global crude steel production.
Material Matters: Base Metals, Iron Ore Prices And Support For Platinum
Aug 19 2010
A glance through the latest expert views and predictions about commodities including some differing views on base metals, UBS on iron ore and Standard Bank on platinum.
Material Matters: Outlook For Bulks, Base Metals And Gold Prices
Aug 16 2010
A glance through the latest expert views and predictions about commodities with some mixed views emerging for bulk materials but general upward trends in base metal and gold prices seen as sustainable.
Has Mitch Hooke Left The Building?
Aug 16 2010
Where is the Minerals Council of Australia in the public debate about increased taxes for miners, asks Minelife’s Gavin Wendt.
Material Matters: Zinc Overshoots, China Orders And Coal Companies In Focus
Aug 12 2010
A glance through the latest expert views and predictions about commodities with Macquarie arguing zinc prices have overshot fundamentals, China making changes in its commodity markets and BA-ML seeing upside for companies servicing Oz Coal mines.
Material Matters: More To Like About Copper, Not So For Iron Ore And Oil
Aug 10 2010
A glance through the latest expert views and predictions about commodities, with positive fundamentals identified for copper but some caution on oil and iron ore prices given recent market moves.
