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: What Would Putin Do Now?
Mar 18 2014
Global markets rebounded last night after the Crimean referendum ended without incident. Dow up 181. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Copper, Iron Ore, Nickel And Coal
Mar 17 2014
Substantially leveraged resource stocks, subdued copper pricing, iron ore producer costs, nickel improvement and coking coal price downgrade.
The Monday Report
Mar 17 2014
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Valley Of Death
Mar 14 2014
Weak China data and a tipping point in the Crimea sent markets plunging last night. Dow down 231. (Accessible only for subscribers before 10:15 AEDST)
The Overnight Report: The China Syndrome
Mar 13 2014
Global markets have steadied but tension remains as China’s shadow banking system feels the heat and Crimea moves towards its referendum. Dow down 11. (Accessible only for subscribers before 10:15 AEDST)
Iron Ore: A Chance To Buy The Miners
Mar 12 2014
Investors are being told not to panic about the recent sharp downward spiral in the iron ore price.
The Overnight Report: Cracks In The China
Mar 12 2014
Metals prices continued to tumble last night as the wider implications of China’s data and policy reverberate around the globe. Dow down 67. (Accessible only for subscribers before 10:15 AEDST)
BHP, Rio And The Capital Management Countdown
Mar 11 2014
Australia’s two big diversified miners are pumping out cash and reducing debt, suggesting capital management through buybacks or special dividends is now on the near term agenda, according to brokers.
The Overnight Report: Iron Tanks
Mar 11 2014
The iron ore price has plunged since yesterday while Wall Street still managed to mostly shrug off the Chinese data. Dow down 34. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Platinum, Gold, Bulks And Base Metals
Mar 10 2014
Platinum potential, gold demand and 2014 commodity preferences in the face of plateauing Chinese demand.
