coal

Brad Potter

Interestingly this week we saw some new information coming out of China where they've stopped Australian imports of coal going into the Dalian port. We've known about the slowdown in processing of coal, particularly Australian coal in a number of other ports, so this new information was interesting and certainly... Show More

Barry FitzGerald

Liontown Resources, which is capped at just $27m, is about to outline why its Kathleen Valley project could be a substantial lithium operation. Based on numbers it has published and those of similar, more advanced projects, observers say it could be a game-changer. Plus, beaten-up Coronado looking like a bargain. Show More

Livewire Exclusive

For many years China has had a single focus of delivering high GDP growth. John Lake from Paradice Investment Management has recently returned from a visit to China and says two important shifts are taking place. One is a focus on sustainability and the environment ahead of growth. The other... Show More

Mark Gordon

Strong investor interest has continued in the junior and mid-cap resources stocks through 2017. Despite a relatively flat first half of the year, the second half has seen a 20-30% increase in the relevant ASX indices on the back of steadily improving metals prices, particularly in the base and battery... Show More

Gavin Wendt

Given recent headlines and speculation with respect to commodity prices, I thought it worthwhile to outline my views on the near-term picture. Overall, I remain very optimistic with respect to prices and demand. In particular, recent positive Chinese commodity demand data and outcomes from the recent Chinese Communist Party Congress,... Show More

Antipodes Partners

Electricity generation in Europe is undergoing a major transformation. Many investors think that the “new world” (i.e. renewables, batteries and smart grids) is going to wipe out the “old world” (i.e. centralised baseload generated from nuclear and fossil fuels). Whilst we do accept that there will be a transition we... Show More

Craig James

There are still two days of the earnings season to go. Remarkably all but 8 of the 135 companies produced a profit for the six months to December. That is, around 94 per cent of companies made money. Excluding BHP Billiton, aggregate profits lifted by 37 per cent. Almost 89... Show More

Morgans Financial Limited

While BHP remains one of our preferred exposures to the resources sector, we believe the strength of the recovery in coal and iron ore prices has carried the big miner’s share price into fair value territory. With coal prices already moderating, we expect an end to the upward move in... Show More

CommSec

CBA Mining & Energy Commodities Strategist Vivek Dhar speaks with CommSec’s Tom Piotrowski about the outlook for iron ore, coal copper and nickel prices For more market news, visit https://www.commsec.com.au/market-news/the-markets.html Show More

John Robertson

Whitehaven Coal (WHC:AU), an expanding New South Wales coal producer, has been rated ‘3+’ on the PortfolioDirect five point rating scale. Strong share price gains have left the market price within 5% of the PortfolioDirect assessed value. There is now less scope for company initiated activities to precipitate a further... Show More

Matthew Langsford

There are three specific commodities we see as having a positive outlook over the short-term. Cobalt is a standout. With the battery industry now consuming 42% of refined cobalt, the metal is arguably more strongly leveraged to the surging battery market than lithium. After drifting down for several years, the... Show More