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: Supply, Oz Miners, Aluminium, Coal And Mineral Sands
Nov 10 2016
Outlook for metals; downside risks diminish for Oz miners; oversupply in aluminium; thermal coal set to weaken; strengthening in pigment markets.
Material Matters: China And The Outlook For Steel Inputs
Nov 03 2016
Outlook for Chinese demand for metals and steel inputs; Factors in coal price rise; what is underpinning iron ore prices?
The Overnight Report: Bonds On The Move
Oct 28 2016
Global bond rates are moving up as December approaches. Dow down 29. (Accessible only for subscribers before 10:15 AEST)
Soft Quarter Signalling More Weakness For Wesfarmers
Oct 27 2016
Brokers raise the spectre of whether soft September quarter sales numbers for Wesfarmers, particularly at Coles, are a sign of more weakness to come.
The Overnight Report: Wild Ups And Downs
Oct 27 2016
Boeing up, Apple down, Dow up, Nasdaq down, oil down, then up, then down – Wall Street is all over the shop. Dow up 30. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Ups And Downs
Oct 26 2016
US earnings are still strong but guidance has disappointed, oil has slipped but metal prices have surged. Dow down 53. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Crude, Coal, Iron Ore, Alumina And Nickel
Oct 25 2016
Commodity demand rebound; crude challenges; thermal coal exports; blast furnace efficiencies; alumina price surge; nickel ore exports.
The Overnight Report: Merger Monday
Oct 25 2016
All talk on Wall Street was of mergers last night, with little else providing impetus. Dow up 77. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Oct 24 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Bungling Along
Oct 21 2016
US earnings results continue to be mostly but not all positive while oil took a dip last night on expiry. Dow down 40. (Accessible only for subscribers before 10:15 AEST)
