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: Titanium Dioxide, Base Metals, Precious Metals And Coal
May 26 2015
Titanium dioxide outlook; LME zinc inflows surge; bearish copper sentiment; poor nickel demand, gold equities; weak platinum pricing; thermal coal unlikely to improve soon.
The Overnight Report: The Reign In Spain
May 26 2015
US, UK and German markets were closed last night but trouble brewed in Spain following regional elections. (Accessible only for subscribers before 10:15 AEST)
The Monday Report
May 25 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Show Me The Way
May 22 2015
Wall Street went nowhere last night, lacking any incentive. Dow “unch”. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Iron Ore, Agriculture, Molybdenum, Cobalt, Zinc And Lead
May 21 2015
Has iron ore peaked?; bearish agricultural prices; supply overhang in molybdenum; plentiful cobalt; zinc & lead price correction has further to run.
The Overnight Report: Minutes Of Nothing
May 21 2015
Wall Street shrugged at the release of the Fed minutes last night as the euro continued its slide. Dow down 26. (Accessible only for subscribers before 10:15 AEST)
South32 Arrives With Focus On Yield
May 20 2015
South32 has commenced trading on ASX and several brokers line up to analyse the outlook for the new resources company.
The Overnight Report: Greenback Growls
May 20 2015
The ongoing US dollar rebound sent commodity prices crashing last night as the Dow scraped to another new high, up 13 points. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Iron Ore, Manganese And Steel
May 19 2015
Copper outlook strengthens; iron ore outlook weak; depressed manganese prices; a lack of pricing power for steel.
The Overnight Report: Wanna Get High?
May 19 2015
The S&P cracked its third new high in a row but the Dow also caught up last night to mark its first new high since March, up 26 points. (Accessible only for subscribers before 10:15 AEST)
