Iron Ore

A glance through the latest expert views and predictions about commodities with higher prices for coal, a 33% increase for Brazilian iron ore and mixed demand for gold.

As May’s Chinese manufacturing data are released, analysts question the Chinese property “crash”and the the risk of China now drawing on its own commodity stockpiles, rather than buying more.

A glance through the latest expert views and predictions about commodities, with reasons to like Aussie iron ore plays and an update on the feriliser market.

With the big diversified and smaller miners closing well bid yesterday, the Wizard believes a bottom may have formed. Watch Monadelphous.

As we are not seeing anything like the credit crunch of 2008, brokers remain confident of value on offer in stock markets with Australian resources and energy highly favoured.

A glance through the latest expert views and predictions about commodities, with Barclays seeing oil price risk to the upside at current levels and the super tax impact on iron ore examined.

Citi suggests China will slow its slowing while Merrill Lynch sees value in Australian banks.

A glance through the latest expert views and predictions about commodities, with iron ore prices under pressure for the next couple of quarters and Oz steel earnings boosted by a weaker Oz dollar.

While the European crisis has hit commodity prices, at the same time the market is terrified of Beijing’s attempts to slow its property bubble.

Morgan Stanley looks at the RSPT impact on BHP and Rio, Merrill Lynch downgrades Rio, and Macquarie comments on Fortescue.