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
FNArena Alert: BHP Billiton offers 3.4 to one for Rio Tinto
Feb 06 2008
BHP Billiton has come out fighting and sweetened its 3 for 1 preliminary offer for Rio Tinto.
China Is Serious In Blocking BHP-RIO Takeover
Feb 04 2008
Friday’s surprise announcement by Chinalco and Alcoa is not the only arrow on the Chinese government’s bow, UK newspapers reported over the weekend.
New Alloy Surcharges To Boost Stainless Steel Prices
Feb 01 2008
Steel industry consultant MEPS notes more producers are considering introducing alloy surcharges and in its view this bodes well for stainless steel prices.
Bad News Not So Bad For Coal Stocks
Jan 29 2008
Both Wesfarmers and Macarthur Coal have declared force majeure as a result of flooding at their operations but brokers point out the reduced export volumes should support coal prices during contract negotiations.
Keep Commodity Exposure During Periods Of Volatility
Jan 25 2008
Barclays Capital suggests rather than reducing exposure to commodities when volatility increases it should be retained as there is little link between equity market and commodity price returns.
Global Steel Demand Outlook Remains Strong
Jan 09 2008
Steel industry consultant MEPS anticipates continued strong global demand growth for steel in coming years, driven by Asia and emerging regions such as South America and the former USSR.
Issues For Australia In 2008
Dec 17 2007
CommSec gives its view on a wide range of issues that will dominate the Australian landscape in 2008.
Blackstone Denies Rio Rumour
Dec 11 2007
The rumour is US private equity firm Blackstone is now in the race for Rio Tinto.
China, Former USSR To Drive Global Steel Production Growth
Dec 07 2007
Steel industry consultant MEPS has reviewed the outlook for steel production in coming years and sees China and the former USSR leading the way in lifting global output.
Oz Commodity Earnings Forecast Slashed
Dec 06 2007
The latest forecast from ABARE suggests commodity earnings will grow by only 1% in FY08.
