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: Commodity Outlook, Electricity, Iron Ore And Nickel
Mar 15 2016
Is the worst of the downturn over?; China’s electricity consumption; iron ore rally may run out of puff; nickel moving into deficit.
The Overnight Report: Central Bank Watch
Mar 15 2016
Wall Street went quiet last night in the wake of the ECB-inspired rally, awaiting both the BoJ and Fed. Dow up 15. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
Mar 14 2016
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Confusion Reigns
Mar 11 2016
What did Draghi mean? Dow up a hundred, down two hundred, and back again. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Waiting For Mario
Mar 10 2016
Wall Street was quiet last night ahead of tonight’s ECB meeting but oil rediscovered its strength. Dow up 36. (Accessible only for subscribers before 10:15 AEST)
Fortescue’s Deal With Vale Piques Interest
Mar 09 2016
Fortescue Metals has outlined a joint venture deal with Brazil’s Vale for blending iron ore. Brokers mull the proposed benefits.
The Overnight Report: False Dawn
Mar 09 2016
Analysts have poured cold water on the commodity price rebound as China posts shocking trade data. Dow down 109. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Exploration, Metals, Zinc, Steel And Contractors
Mar 08 2016
Trends in worldwide exploration; metal prices rebound; zinc outperforms; steel demand up; contractors being re-rated.
The Overnight Report: Commodity Chasers
Mar 08 2016
Ongoing rallies in commodity prices are driving markets higher, albeit Wall Street’s correlation to the oil price is fading. Iron ore goes nuts. Dow up 67. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Metals & Miners, Base Metals, Zinc, Tin And Indonesia’s Export Ban
Mar 07 2016
Self regulating mine supply; base metal malaise; zinc supply not tight enough; tin price rally likely short-lived; what if Indonesia lifts its export ban?
