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
Whitehaven Coal: Offering Value Or Facing Financial Distress?
Apr 18 2016
Have coal prices now seen their cyclical lows or are declines structural? The answer is important to an efficient but debt-heavy Whitehaven Coal.
The Monday Report
Apr 18 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Banging Against The Ceiling
Apr 15 2016
After a flat session, Wall Street remains poised just under the top of the long-standing trading range. Dow up 18. (Accessible only for subscribers before 10:15 AEST)
Fortescue Metals’ Rally At Risk
Apr 14 2016
Fortescue Metals benefitted from a stronger iron ore price in the March quarter but brokers doubt the rally will be sustained.
The Overnight Report: Short Squeeze
Apr 14 2016
JP Morgan posted a less bad then expected result last night and lit a fire under the US financials sector. Dow up 187. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Could Pigs Fly?
Apr 13 2016
Word is Saudi Arabia and Russia plan to reach an agreement on oil production before the Doha meeting. Oil and metal prices have jumped as a result. Dow up 164. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Caution
Apr 12 2016
For the second session in a row, the Dow gave up a 150 point gain to close modestly changed, this time down 20. (Accessible only for subscribers before 10:15 AEST)
Material Matters: 2016 Outlook, Precious & Base Metals, Iron Ore And Steel
Apr 11 2016
Breakdown in mineral sands discipline; support for gold; copper vulnerable to downside; nickel still loss-makiing; Oz iron ore shipments decline; steel margins expand.
The Monday Report
Apr 11 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: The Rising Problem
Apr 08 2016
Suddenly Wall Street is concerned about the rise in the yen, and the subsequent prospect of Japanese rates going even further into the negative. Dow down 174. (Accessible only for subscribers before 10:15 AEST)
