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: No Deal
Oct 16 2013
Democrat senators are set to reject the latest deal put up by the Republicans as the clock ticks towards the debt ceiling deadline. Dow down 133. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Resolution Pending?
Oct 15 2013
Wall Street is quietly confident a meeting this morning between the president and Congressional leaders will at least result in an extension. Dow up 64. (Accessible only for subscribers before 10:15 AEDST)
The Monday Report
Oct 14 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Can, Road, Kick; You Know The Drill
Oct 11 2013
Wall Street bounced hard on anticipation of a debt extension agreement in Washington. Dow up 323. (Accessible only for subscribers before 10:15 AEST)
Material Matters: China’s Seasonality, Uranium, Nickel, Iron Ore Production
Oct 10 2013
China’s seasons matter more these days to commodities, uranium remains under pressure and Macquarie thinks nickel prices have turned a corner.
The Overnight Report: The Lady Of The Fed
Oct 10 2013
The confirmation of Janet Yellen’s appointment as Fed chair provided some respite from the shutdown/ceiling debacle last night. Dow up 26. (Accessible only for subscribers before 10:15 AEST)
NAB Reassesses Commodity Price Forecasts
Oct 09 2013
September was a volatile month for commodities, particularly energy, and NAB analysts look at where prices may be heading.
The Overnight Report: Welcome Correction?
Oct 09 2013
Another day of shutdown, another fall on Wall Street. Dow down 159. (Accessible only for subscribers before 10:15 AEDST)
Material Matters: Metal Demand, Indian Coal And Oz Energy Stocks
Oct 03 2013
Metal demand growth is synchronising and Indian thermal coal demand is on the rise. Brokers discuss their picks among Oz energy stocks and FX impact on Oz materials stocks.
Material Matters: Miners, Engineering Services, Scrap And Gold
Oct 03 2013
The value of miners, negatives for mining & engineering, Chinese scrap consumption and the lure of gold.
