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
China Shouldering The US Aside
May 08 2009
China is now rapidly becoming Brazil’s top trading partner, at the expense of the US.
Has The Resource Sector Run Ahead of Itself?
May 06 2009
The ASX 200 might be up 25% since early March but commodity prices have been recovering since late last year. Do we really believe the global economy is about to bounce back into rude health?
Reworking The Chinalco Deal
May 01 2009
Recent gains in the Rio Tinto share price mean one of the conversion milestones of the Chinalco proposal has been breached, increasing the chances an alternative to the original deal emerges.
Gloucester Coal Significantly Undervalued, Says RBS
May 01 2009
With leave to entertain further takeover offers, RBS believes Gloucester is undervalued whichever way you look at it.
Westpac Sees Gradual Recovery Commodities Demand
Apr 28 2009
The Chinese economy apears to be recovering but while this is a positive for commodity prices Westpac suggests a sustained recovery won’t occue before the rest of the global economy also recovers.
Better Times Ahead For Steel Producers
Apr 03 2009
We’re not there yet, but better times should be ahead for producers of long steel products, predicts industry researcher MEPS.
The Overnight Report: Compromise Reached At The G-Whiz
Apr 03 2009
Wall Street was happy with FASB changes and G20 progress last night. Dow up 200.
Chinese Stimulus Package Won’t Rescue Commodity Prices
Mar 30 2009
Standard Chartered suggests the Chinese stimulus package will help but won’t push commodity prices significantly higher, though there are still opportunities in the sector according to Deutsche Bank.
Rudi On Thursday
Mar 23 2009
Weekly musings by your editor. So does the current rally still have legs, or what?
Steel Outlook Subdued
Mar 18 2009
The outlook for steel prices remains subdued but brokers see value in OneSteel.
