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

Mining Challenges To Persist Over 2015

Nov 24 2014

Challenges persist for Australia’s miners as a surge in production confronts weak prices and soft global demand.


The Monday Report

Nov 24 2014

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


The Overnight Report: Slow As She Goes

Nov 21 2014

A round of global estimates of November PMIs caught economists by surprise last night as weakness abounded. Dow up 33. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Minutes Of Sleep

Nov 20 2014

It’s not often Wall Street posts no net reaction to the latest Fed minutes. Meanwhile, iron ore has been hit again. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Emissions, Coal, Iron Ore And Nickel

Nov 19 2014

Implications of US/China emmissions agreement; Glencore’s plan to shut Oz coal mines over Xmas; China’s pollution and iron ore; and nickel’s boom crash opera.


The Overnight Report: Ironed Out

Nov 19 2014

Wall Street posted a slightly more positive session last night but a three dollar plunge in the iron ore price will cloud the local market today. (Accessible only for subscribers before 10:15 AEST)


The Overnight Report: Setting Sun

Nov 18 2014

Japan has shocked markets by falling into recession but Wall Street continues to take life in its stride. Dow up 13. (Accessible only for subscribers before 10:15 AEST)


The Monday Report

Nov 17 2014

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


The Overnight Report: Oil Shock

Nov 14 2014

Oil prices crashed 3% last night as the Saudis continued to confuse markets over just what their production intentions might be. Dow up 40. (Accessible only for subscribers before 10:15 AEST)


Material Matters: Mineral Sands, Zinc, Oil And Iron Ore

Nov 13 2014

Mineral sands supply lifts; zinc prices rally; potential for oil production cuts; and Citi downgrades iron ore forecasts, again.



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