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 Overnight Report: Mario Hits It Out Of The Park
Jan 23 2015
The ECB delivered an even bigger QE package than expected last night, silencing the doubters. Dow up 259. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil Impact, Mineral Sands, Aluminium and Coal
Jan 22 2015
Impact on miners of oil fall; energy picks; structural changes in mineral sands; aluminium production, prices and inventory up; and gloom for thermal coal.
The Overnight Report: Let’s Get Stimulated
Jan 22 2015
As rates are cut and presses primed across the globe, it’s all about the ECB tonight. Dow up 39. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: And We’re Back
Jan 21 2015
A flat night on Wall Street ahead of the ECB meeting greets the first FNArena home-grown Overnight Report for 2015. Dow up 3. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bulks, Large Caps, Gold & Copper
Jan 19 2015
Further downside for bulk prices envisaged; base metals have the better outlook; volatility is likely short term; and value opportunities in gold and copper.
Successful Refinancing Key To Whitehaven Coal
Jan 15 2015
Refinancing debt becomes a critical issue for Whitehaven Coal this year and success on that front will be a catalyst for the share price, according to brokers.
Expectations For 2015 Part (1): Global
Jan 15 2015
Analysts offer their views on how the global economy and markets will perform in 2015.
The Overnight Report: Santa Is Airborne
Dec 23 2014
It’s hard to believe that the Dow is again at a new all-time high, in rapidly thinning holiday trade. Dow up 157. (Accessible only for subscribers before 10:15 AEST)
Beijing Will Call The Shots In Resource Sector Battle Royal
Dec 22 2014
Securing Chinese support is crucial in Glencore’s battle to achieve ownership over Rio Tinto’s iron ore assets.
The Monday Report
Dec 22 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
