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: China Hiccups
Oct 24 2013
China’s recovery took a step back yesterday with news of extensive loan write-downs by the country’s biggest banks and another Shibor scare. Dow down 54. (Accessible only for subscribers before 10:15 AEDST)
BHP Closing The Gap On Rio
Oct 23 2013
BHP Billiton posted a robust September quarter production report with iron ore the stand out, leading some brokers to ease off on their preference for Rio Tinto.
The Overnight Report: Tapering? Not Anytime Soon
Oct 23 2013
A weak US jobs number suggests Fed tapering is very much a 2014 consideration, if even that soon. Nothing to do but buy it. Dow up 75. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Looking For Jobs
Oct 22 2013
Wall Street took a breather last night as trades await tonight’s delayed non-farm payrolls data. Dow down 7. (Accessible only for subscribers before 10:15 AEST)
Atlas Iron: Too Many Irons In The Fire?
Oct 21 2013
Atlas Iron is juggling developments on several fronts and brokers evaluate what is required to keep all the balls in the air.
The Monday Report
Oct 21 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Back To (Fed-Fuelled) Business
Oct 18 2013
Dollar down, gold up, Aussie up, bonds up, S&P at a new all-time high. Dow down 2. (Accessible only for subscribers before 10:15 AEST)
What To Do With Mount Gibson’s Cash Mountain?
Oct 17 2013
Brokers speculate about what Mount Gibson might do with its cash pile.
Material Matters: Coal, Iron Ore, Steel And Nickel
Oct 17 2013
Coal market still in oversupply, iron ore pricing looks firm, Australia’s steel market is cautiously optimistic and nickel prices may get much-needed support.
The Overnight Report: Catastrophe Postponed
Oct 17 2013
It appears Congress is about to pass a bill reopening the US government and raising the debt ceiling until early next year, pending further negotiations. Dow up 205. (Accessible only for subscribers before 10:15 AEST)
