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 Whispers Regarding Rio Bid Persist
Dec 05 2007
More press reports from China suggest a counter bid for Rio Tinto is a high probability.
Coal Prices Forecasts Revised Higher
Nov 29 2007
Ongoing tightness on the supply side is putting upward pressure on coal prices and analysts have reacted by lifting estimates for coming years.
China Initiating Bidding War For Rio?
Nov 26 2007
According to a business publication in China one of the government funds is poised to launch a USD200bn bid for Rio Tinto.
OneSteel Revises Guidance But Brokers Remain Positive
Nov 20 2007
OneSteel has lowered earnings guidance for the year but brokers have maintained a positive outlook given expectations of a recovery in the second half of the year.
Fortescue Cops An Underperform
Nov 19 2007
Iron ore darling Fortescue might be the flavour of the month with investors, but analysts are more realistic.
Of Oil And Coal
Nov 01 2007
ROC Oil has so far found dust in Angola, while AWE succeeds across the Ditch. Macarthur coal just keeps running into an infrastructure wall.
Battle Lines Being Drawn For Iron Ore Negotiations
Oct 30 2007
Annual negotiations for iron ore contract prices are due to start soon. Chinese customers are advocating unity amongst steel firms, while BHP is as bullish as can be.
Production Reports Generally Disappoint
Oct 24 2007
There were no upside surprises emanating from the third quarter production reports of BHP, Oxiana, Newcrest and Gloucester Coal. BHP disappointed most.
Rudi On Thursday
Oct 17 2007
Weekly musings from your editor. It’s iron ore we look into this week as the market craze seems to have matured.
NAB Latest To Lift Iron Ore Forecasts
Oct 10 2007
National Australia Bank has joined the rush to lift forecasts for iron ore prices, the group forecasting a 15% increase but seeing price risk as to the upside.
