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: Washington Burns The Midnight Oil
Oct 01 2013
Congressional leaders will continue to negotiate this morning ahead of what still looks like an inevitable US shutdown. Dow down 128. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Coking Coal, Iron Ore, Prices, Production And Productivity
Sep 30 2013
Volatility eases in coal and iron ore, price forecasts are eased across a number of metals and production forecasts are ramped. Then there’s productivity.
The Monday Report
Sep 30 2013
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Political Interference
Sep 27 2013
Fiscal policy has now become the focus on Wall Street as politician-speak sparks volatility. Dow up 55. (Accessible only for subscribers before 10:15 AEST)
Gindalbie Under Pressure At Karara
Sep 26 2013
Ansteel has stepped up more funding for the Karara joint venture and brokers suspect further equity dilution is on the cards for Gindalbie.
Mineral Resources Setback At Christmas Creek
Sep 26 2013
Fortescue Metals has temporarily stepped in to manage the Christmas Creek plant. Brokers feel the impact may be more reputational than financial for Mineral Resources.
The Overnight Report: Five Day Drift
Sep 26 2013
Wall Street drifted lower again last night, posting the longest losing streak in nine months. Dow down 61. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Aust Capex, Steel, Price Forecasts And Thermal Coal
Sep 25 2013
Will Australian infrastructure spending take the place of mining? Steel production and supply. Citi changes gold, iron ore, oil and coal forecasts.
The Overnight Report: Shutdown Looms
Sep 25 2013
Forget tapering for now, next week requires passage of the new US fiscal year budget through Congress and a blockage is threatened. Dow down 66. (Accessible only for subscribers before 10:15 AEST)
The Overnight Report: Fedhead Babble Clouds The View
Sep 24 2013
Ramblings from various Fed presidents only served to make monetary policy even less clear last night. Dow down 49. (Accessible only for subscribers before 10:15 AEST)
