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
Chinese Interest In Junior Iron Ore Producers
Jun 15 2009
The Chinese are all too willing to talk business with junior iron ore producers, reports Apollo Minerals.
The Overnight Report: Battling Against The Bonds
Jun 11 2009
US stock markets fell after the bond auction last night but rallied back after the bond market closed. Dow down 25.
Pilbara Power
Jun 09 2009
Brokers have found little not to like about the new BHP-Rio deal, despite Rio’s rather large and heavily discounted rights issue.
The Overnight Report: If You Blinked…
Jun 05 2009
Everything that happened on Wednesday was reversed last night, and some. Dow up 75.
The Overnight Report: Confident Double-Think
May 27 2009
Wall Street rallied on a surge in consumer confidence last night on anaemic volume. Dow up 200.
Rio Tinto, Nippon Steel Settle For 33%-44% Iron Ore Price Fall
May 26 2009
Rio Tinto and Nippon Steel have agreed to lower iron ore price by 33-44% this year, but how will the Chinese respond to this?
CBA Questions Budget Pessimism
May 22 2009
Commonwealth Bank believes the Australian federal budget forecast of an 18.5% drop in business investment is way too panicked.
The Overnight Report: Triple-A Trouble
May 22 2009
Fears the US could lose its AAA rating sent everything lower in concert last night. Dow down 130.
Low Coal Prices Not A Floor For Gas Prices
May 14 2009
In theory coal prices moving lower places a floor under natural gas prices but according to Barclays Capital the reality is somewhat different.
Chinese Buying Dominates Commodities Prices
May 13 2009
Longer-term higher Chinese demand suggests upward pressure will continue for commodity prices, even if prices ease in coming months.
