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
Apr 27 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Sirens Sound
Apr 24 2015
Will Greece move closer to exiting the euro tonight? Meanwhile, Wall Street sees mixed earnings reports and data. Dow up 20. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Copper, Nickel, Oil And M&A
Apr 23 2015
Supply constraints in copper; nickel trough likely; Evolution Mining deal a sign of more M&A to come; and oil market themes.
The Overnight Report: Iron Will
Apr 23 2015
A big jump in the iron ore price will excite the local market today after Wall Street rose on positive earnings results. Dow up 88. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Back To Earnings
Apr 22 2015
Wall Street turned away from Greece and China last night to concentrate on an uninspiring US earnings picture offset by more M&A activity. Dow down 85. (Accessible only for subscribers before 10:15 AEST)
Arrium Under Pressure
Apr 21 2015
Arrium’s March quarter iron ore production and sales were disappointing and brokers maintain the pressures will continue for some time yet.
The Overnight Report: Moussaka With Noodles
Apr 21 2015
Greece and China continue to dominate uncertain market sentiment as Wall Street swings wildly back. Dow up 208. (Accessible only for subscribers before 10:15 AEST)
Challenges Keep Mounting For Fortescue
Apr 20 2015
Fortescue Metals has pulled out all stops to preserve cash flow in the face of sharp falls in iron ore but brokers are not confident the worst is over.
The Monday Report
Apr 20 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Rate Rise Ennui
Apr 17 2015
Is Wall Street finally sick of speculating on Fed policy? Several Fedheads turned dovish last night yet US stock markets closed flat. Dow down 6. (Accessible only for subscribers before 10:15 AEST)
