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
The Monday Report
May 18 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Break Up?
May 15 2015
Last night’s close above 2120 for the S&P500 may signal a break-out of its entrenched range. Dow up 191. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Don’t Mention The Data
May 14 2015
Australia may be domestically focused this week but weak data has been the story across the globe this past 24 hours. Dow down 7. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Tin, Oil And Iron Ore
May 13 2015
Citi hails Carrapateena and Frieda River projects; few signs of tin recovery; no tailwinds for crude; more supply rationing needed in iron ore.
The Overnight Report: More Bond Panic
May 13 2015
Technical breaches saw early panic selling in US bonds last night, spooking Wall Street, until calm was again restored. Dow down 36. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Bonds On The Move
May 12 2015
US bond yields shot up last night as a global bond sell-off gathers intensity. (Accessible only for subscribers before 10:15 AEST)
Bulk Commodities: Dead Cat Bounce?
May 11 2015
Investors have called the bottom in iron ore prices but ANZ analysts believe a subdued Chinese steel outlook will keep a lid on bulk prices for some time.
The Monday Report
May 11 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Squaring Up
May 08 2015
Uncertainty around tonight’s US jobs number had markets playing it safe last night. Dow up 82. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Base Metals, Gold, Oil, Fertilisers And Iron Ore
May 07 2015
Commodity demand improves in April; temporary respite for oil; gold apathy; urea under pressure; more rationing needed for iron ore.
