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: Coal, Iron Ore, Gold
Jun 02 2010
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.
China: Manufacturing, Property And Commodity Destocking
Jun 01 2010
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.
Material Matters: Iron Ore Value, Steel And Fertliser
May 31 2010
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.
Wizard Flags Possible Bottom For Resources
May 28 2010
With the big diversified and smaller miners closing well bid yesterday, the Wizard believes a bottom may have formed. Watch Monadelphous.
Credit Markets Not Panicked
May 27 2010
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.
Material Matters: Oil Price Risk To Upside, RSPT Impact On Iron Ore
May 27 2010
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.
On Chinese Tightening And Australian Banks
May 25 2010
Citi suggests China will slow its slowing while Merrill Lynch sees value in Australian banks.
Material Matters: Iron Ore Spot Prices And Aussie Steel Companies
May 25 2010
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.
China’s Property Market And Commodity Prices
May 24 2010
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.
On The RSPT And Iron Ore Miners
May 21 2010
Morgan Stanley looks at the RSPT impact on BHP and Rio, Merrill Lynch downgrades Rio, and Macquarie comments on Fortescue.
