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: Here It Comes
Aug 01 2014
Wall Street has decided the first Fed rate rise is looming. Dow down 317. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Buy? Sell? Surrender?
Jul 31 2014
Russian sanction concerns, a surprise GDP, new dovishness from the Fed and a so-so jobs precursor all made for quite a rollercoaster on Wall Street last night. Dow down 31. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Miner Pessimism, Base & Precious Metals And Iron Ore
Jul 30 2014
A new survey suggests mining leaders are pessimistic while the outlook for base metals, ex copper, is bullish. Geopolitical instability supports gold and palladium while iron ore is re-balancing.
The Overnight Report: Sanctions Bite
Jul 30 2014
A step-up in coordinated US-EU sanctions against Russia with regard finance, arms and energy last night had Wall Street a little nervous. Dow down 70. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Calm Before The Storm
Jul 29 2014
This week’s pending GDP data, Fed meeting and jobs numbers are keeping Wall Street quiet for the moment. Dow up 22. (Accessible only for subscribers before 10:15 AEST)
Impressive Stuff From Sims, But Proof Needed
Jul 28 2014
Sims Metal Management’s new five-year strategy has brokers abuzz with praise, but some signs of success will be needed before most are convinced.
The Monday Report
Jul 28 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Going Nowhere
Jul 25 2014
US earnings are failing to excite so far and mixed global economic data contributed to a flat session on Wall Street last night. Dow down 2. (Accessible only for subscribers before 10:15 AEST)
BHP Delivers Strong Outlook But Headwinds Remain
Jul 24 2014
BHP met, or exceeded, production expectations in FY14 and FY15 guidance is strong. Still, many brokers are a little more reserved than the company’s raw numbers suggest.
Material Matters: Indonesian Ban, Nickel, Iron Ore And Aluminium
Jul 24 2014
Speculation continues over Indonesia’s metal ore export ban as nickel exports grind to a halt. Iron ore supply pressure is mounting while aluminium markets tighten.
