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: As You Were

Dec 03 2014

Wall Street rallied on strong data last night but commodity prices all fell once more. Dow up 105. (Accessible only for subscribers before 10:15 AEST)


Rio Tinto Committed To Increased Shareholder Returns

Dec 02 2014

Despite falling commodity prices, Rio Tinto considers its pledge to increase shareholder returns as sacrosanct, although something has to give elsewhere.


The Overnight Report: Oil Bounces

Dec 02 2014

Wall Street countered a big opening fall last night as oil prices finally bounced back hard. Dow down 51. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Dec 01 2014

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.


The Overnight Report: OPEC Takes A Stand

Nov 28 2014

No cuts, said OPEC, as America passed the cranberry sauce. Brent crude down five dollars. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Oil & Gas, Copper And Thermal Coal

Nov 27 2014

Tough times continue for oil & gas producers while copper and thermal coal surpluses are likely for the next couple of years.


The Overnight Report: Thanks, I’m Off

Nov 27 2014

An empty Wall Street ignored weak US data releases as traders concentrated on getting home for Thanksgiving. Dow up 12. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Leaving The Building

Nov 26 2014

Mixed US data and thinning volumes made for a flat close on Wall Street as offices begin to empty ahead of Thanksgiving. Dow down 2. (Accessible only for subscribers before 10:15 AEST)


Is BHP’s Progressive Dividend In Doubt?

Nov 25 2014

BHP Billiton has reduced its capex and increased its cost cutting targets further, while investor concerns now centre on dividend policy.


The Overnight Report: China Excitement Subsides

Nov 25 2014

Wall Street stalled and commodity prices drifted back last night in the hangover after Friday’s rate cut announcement. Dow up 7. (Accessible only for subscribers before 10:15 AEST)



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