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
The RSPT Is Dead, Long Live MRRT
Jul 02 2010
The Australian government and the miners and energy companies have reached an agreement on a new tax regime.
Material Matters: China And Steel, Energy And Coal Sector Updates
Jul 01 2010
A glance through the latest expert views and predictions about commodities, with an assessment of how Chinese economic growth impacts on steel markets and reviews of the coal and energy sectors.
Material Matters: Mining’s Importance, Chinese Rebates And Forecast Price Increases
Jun 30 2010
A glance through the latest expert views and predictions about commodities, with Macquarie looking at the impact on Australian growth of mining sector investment, how Chinese policy changes could impact and Deutsche updating its commodity sector forecasts.
Material Matters: Thermal Coal, Oil And Oz Iron Ore and Nickel Markets
Jun 28 2010
A glance through the latest expert views and predictions about commodities including evidence of strong thermal coal demand, positive signs for oil prices and the implications of recent announcements in the iron ore and nickel markets.
Material Matters: CNY And Commodity Prices, Oz Steel Updates
Jun 23 2010
A glance through the latest expert views and predictions about commodities with a return to Chinese currency appreciation unlikely to have a significant impact on commodities plus some updates to forecasts for Oz steel sector plays.
Morgan Stanley Downgrades On RSPT Hangover
Jun 23 2010
Price targets and ratings have been changed as mining analysts at Morgan Stanley incorporate RSPT hangover in their models.
Rudi’s View: China’s Well-Timed PR Exercise
Jun 21 2010
Saturday’s PBoC announcement is above anything a well-timed PR exercise. The world needs more to sustain today’s rally in risk assets.
Material Matters: Updates on Oz Coal And Steel Stocks
Jun 21 2010
A glance through the latest expert views and predictions about commodities, with Macquarie positive on coal, BA Merrill Lynch seeing upside on coal service stocks and JP Morgan updating post a tour of Oz steel assets in the US.
RBS Likes Resources, So Does Citi (But CS Hates Infigen)
Jun 21 2010
In reports written prior to the latest RMB events, both RBS and Citi stated their value attraction to Australian resources stocks. CS updated its small cap preferences.
Mining, Construction And Transport Driving Australian Economy
Jun 18 2010
According to CommSec the latest Australian jobs growth data showed the mining, construction and transport sectors have returned as the primary drivers of the Australian economy.
