Articles On Accent Resources (ASX:ACS)
Title | Source | Codes | Date |
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Bulk Buys: BHP says green tech replacing property in bullish take on China steel market
BHP says green technologies are replacing crummy property sector, remaining bullish on China’s steel market Whitehaven Coal avoids strike at AGM Rinehart rolls in the billions at Roy Hill Beset by activists, campaigned against by the Mini... |
Stockhead | ACS | 3 weeks ago |
Bulk Buys: The surprise iron ore stock that’s bucked the trend in 2024
Of the 42 iron ore stocks tracked by Bulk Buys, just five are in positive territory in 2024 Spot prices have fallen from US$140/t to US$97/t, salvaged by a bump from Chinese stimulus plans this week But the top ASX iron ore stock of 2024,... |
Stockhead | ACS | 1 month ago |
Bulk Buys: How the little guys are protecting the iron ore majors
Cost support is still sitting in the US$80-100/t range, BHP says, despite jitters in the Chinese economy and steel market Iron ore was back above US$100/t yesterday with marginal ‘swing’ supply now covering a large portion of demand BHP no... |
Stockhead | ACS | 2 months ago |
Bulk Buys: Battery explorers back bulks as market cycle turns again
Leeuwin Metals has uncovered Robe River style iron ore mineralisation at its West Pilbara project Relative stability in iron ore price makes it an interesting place for juniors, provided they’re in the right locale M&A and board disput... |
Stockhead | ACS | 3 months ago |
Bulk Buys: Iron ore market in waiting game as green lights appear for Simandou
Chinese and Guinean governments give green light to Simandou infrastructure deal Rio’s share of the mega project will clock in at US$6.2bn What impact will the high-grade West African iron ore mine have on supply? The Rio Tinto (ASX:RI... |
Stockhead | ACS | 4 months ago |
Bulk Buys: Will bubble burst for Asian steel capacity growth?
Asian steel capacity growth likely to underperform forecasts: S&P’s Paul Bartholomew Manufacturing has replaced property as the key driver for steel markets in China Banks bearish on iron ore, with supply growth coming later this decad... |
Stockhead | ACS | 4 months ago |
Bulk Buys: Anglo walking on hot coals as fire hits sale process
Anglo coal mine fire has prices running er… hotter Fastmarkets steel markets expert Paul Lim says the closure could delay the planned sale of Anglo’s coal division, but world class assets will still attract buyers Iron ore baby bounces on... |
Stockhead | ACS | 4 months ago |
Bulk Buys: BHP hopeful steel market can cut emissions
BHP confident steel customers will be able to use carbon capture to reduce emissions from blast furnaces The world’s biggest miner is hopeful its Pilbara ores can also be used in greener DRI-ESF steelmaking processes China ramps up imports... |
Stockhead | ACS | 4 months ago |
Bulk Buys: Goldman tips balanced iron ore market as seaborne demand plateaus
Goldman Sachs tips 2025 surplus for iron ore as Chinese infrastructure and property market pull steel demand in opposite directions Thinktank warns on met coal costs if market heads into decline But miners remain bullish there is a long r... |
Stockhead | ACS | 6 months ago |
Bulk Buys: Is BHP’s Anglo deal a move away or back into fossil fuels?
BHP’s $60 billion bid for Anglo looks like it’s all about copper But it could also make BHP a dominant producer of premium hard coking coal Why does the marriage of the Bowen Basin cousins make sense? BHP’s (ASX:BHP) proposed acquisitio... |
Stockhead | ACS | 6 months ago |
Bulk Buys: Baltimore bridge collapse puts spotlight on coal supplies
Coal markets are on watch for the impact of a shocking bridge collapse blocking the Baltimore port Jarden says stronger Asian steel spreads linked to lower iron ore and met coal prices will be positive for BlueScope Iron ore unlike to dip... |
Stockhead | ACS | 7 months ago |
Top 10 at 10: MinRes keeps expanding its Lithium Empire, Brissie hydrogen hub gets the green light
Stockhead’s Top 10 at 10, published at ~10.40am each trading day, highlights the best (and worst) performing ASX stocks in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest movers... |
Stockhead | ACS | 8 months ago |
Bulk Buys: BHP lauds cost control as iron ore prices wobble and African supply rush looms
Iron ore prices briefly dipped below US$100/t last week as weak steel fundamentals bite in China BHP’s new CFO Vandita Pant says African iron ore could disturb a balanced market between supply and demand But the world’s biggest miner is b... |
Stockhead | ACS | 8 months ago |
Top 10 at 11: Who has just inked a farm-in agreement and JV with Fortescue?
Stockhead’s Top 10 at 11, published each trading day, highlights the best (and worst) performing ASX stocks in morning trade using live data. It’s a short, sharp update to help frame the trading day by showing the biggest movers in percenta... |
Stockhead | ACS | 8 months ago |
Bulk Buys: As iron ore hits first bump of 2024 road, Vale pledges focus on quality
Vale reported a strong fourth quarter, but has pledged to add quality tonnes in iron ore rather than just boost scale Executives at the Brazilian giant say while grade premiums are weak, the pellet market will stand out Needed in green st... |
Stockhead | ACS | 8 months ago |
Bulk Buys: BHP and Coronado look to India to keep bulk metals in sweet spot
Iron ore prices shocked to the upside last year, with BHP saying ‘contestable demand’ has eluded bearish estimates for the past five years BHP CEO Mike Henry is bullish on India as a growing hub for steel production, but coking coal could... |
Stockhead | ACS | 9 months ago |
Bulk Buys: Coking coal rallies as iron ore feathers Australia’s nest
Coking coal prices surge as China looks to tackle safety at deadly Shanxi coal mines China threatens iron ore price crackdown, in perpetually ineffective jawbone Perth and Canberra continue to get fat on iron ore outperformance Coking c... |
Stockhead | ACS | 11 months ago |
Bulk Buys: Fortescue cops a strike while the iron ore’s hot
Andrew Forrest’s FMG copped a first strike against its remuneration report for executive and director payments defended by the mining billionaire Fortescue’s iron ore boss says its new blend of “green” high grade and low grade iron will h... |
Stockhead | ACS | 11 months ago |
Bulk Buys: Are booming iron ore prices real or are they a bet on a future we’ll never see?
Iron ore is trading near US$130/t, with investment bank analysts ratcheting up forecasts for 2024 Big banks remain more sceptical that iron ore can hold as China’s property market and emissions reduction hopes loom Glencore joins with Asi... |
Stockhead | ACS | 1 year ago |
Bulk Buys: House of Hancock banks $5 billion profit as Roy Hill hits iron ore record
Gina Rinehart’s Hancock Prospecting pulled in a profit of over $5 billion for the third year running Its 70% owned Roy Hill mine, where the company will roll out its first electric locomotive next year, remains the mainstay TerraCom dumps... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Are iron ore grades going to get higher or lower? The narrative is confusing
Low grade iron ore has been resilient in spite of rising enthusiasm for green steel But Champion Iron says signals for stronger high grade iron ore demand are emerging BMI says coking coal rally could run further in 2023 before moderating... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Mark Creasy eyes the iron throne, Rio gets bullish on Pilbara pipeline
High prices, low discounts set stage for development of CZR’s Robe Mesa deposit in the Pilbara Rio Tinto ramps up low grade iron ore sales to lift output With CZR on Rio’s doorstep could the DFS finally be the trigger for a takeover? Ma... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Green steel is turning real as Fastmarkets launches Asian green steel premium index
A green steel market has taken another big step after Fastmarkets launched its first Asian green steel premium on Friday Fastmarkets regional editor Asia Paul Lim told Stockhead premiums paid for low carbon steel had been seen in excess o... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Iron ore hits five-month high despite impending steel caps
Iron ore has in recent memory performed extraordinarily poorly in the second half thanks to a recent cycle of unfettered steel output in the first half of the year in China followed by a string of Government controls to keep output falling... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Is MinRes cooling on magnetite?
Mineral Resources could face a deadline in its efforts to create a new magnetite iron ore province in WA’s Yilgarn region Fenix Resources shares drop despite $29m profit as dividend more than halves Bowen Coking Coal retools as Bathurst R... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Here’s why BHP is confident US$100/t is the right price for iron ore
BHP sees cost support for iron ore prices at between US$80-100/t It suggests strong margins could remain in place for a while, even as majors look to ramp up iron ore supply and questions hover over Chinese steel demand The process to sel... |
Stockhead | ACS | 1 year ago |
Bulk Buys: The IEA reckons coal demand is … at record levels?
IEA predicts coal demand will remain around record levels in 2023, driven by China, India and South-East Asia Exports of thermal and met coal could outstrip 2019 record Rio boss admits China steel may have peaked Coal is on the nose with... |
Stockhead | ACS | 1 year ago |
Closing Bell: RBA pauses, lithium leaps and ASX 200 finishes 0.54pc to the good
The ASX 200 had a positive finish to the day on the whole, on the back of the rates pause from the RBA Sectors were a green scene, with IT and Staples leading the way Standout small caps: Viridis, Imricor and Baby Bunting, among several ot... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Fitch has bearish take on steel markets but there could be second half upside
Try predict what commodity prices will do, and iron ore in particular, and they will make a fool of you. That’s what analysts, economists and forecasters do without any real sense of certainty, especially given the opaque nature of the Chin... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Why has coal retreated so fast from last year’s record highs?
If coal’s crazy 2022 was a wonder to behold and a watershed moment for investors who have spent years chastising the ESG lens that has quickly and loudly engulfed the resources market, 2023 has been a chastening experience for those who tho... |
Stockhead | ACS | 1 year ago |
ASX May Winners: Mid caps beat large caps; small caps lag. May was tough.
The S&P ASX 200 was down 2.5% in May, with mid caps performing the best and small caps lagging blue chips The S&P ASX 200 Information Technology sector performed the best in May, up 11.6% following strong AI interest Wildcat Resou... |
Stockhead | ACS | 1 year ago |
Bulk Buys: China’s State buyer not breaking the iron ore price just yet
China’s state iron ore buyer seems to be costing its mills more money than it is saving them in price negotiations with miners Reuters reports little has changed in the iron ore trade since the much-hyped introduction earlier this year of... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Falling met coal prices throw a line to iron ore miners
Falling met coal prices have helped stabilise steel mills, providing solace for iron ore miners who have seen prices fall Chinese property data remains a concern for iron ore: NAB Genmin submits mining permit application ahead of FID for B... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Dartbrook’s return shows thermal coal isn’t going away just yet
Despite prices falling this year, Australian Pacific Coal interim CEO Ayten Saridas says the thermal coal market has legs Its Dartbrook mine restart is one of a handful of coal developments approved to come online in the coming year Iron o... |
Stockhead | ACS | 1 year ago |
CLOSING BELL: And with one swift tug, we all get to learn what it’s like to be pantsed by the RBA
RBA Board kicks the nation in the goolies again, demanding another 25 basis points Investors seemingly caught by surprise, tanking the market in a matter of minutes Pinnacle Minerals let off the leash by the ASX, but still ahead of the gam... |
Stockhead | ACS | 1 year ago |
ASX April Winners: Mid and small caps outperform blue-chip peers as gold stocks keep up rally
The S&P ASX 200 finished up 1.85% in April while mid and small caps outperformed their blue-chip peers Real estate topped the winning sectors for the month while tech stocks also rallied strongly in April Gold stocks continued solid ru... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Chinese steel mills stay busy as iron ore market waits for signals
Chinese steel and iron ore demand an opaque picture as always as strong prices remain Sundance continues legal fight over African iron ore project Could ASX-listed Siberian coal miner be falling foul of Australian sanctions? Chinese steel... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Are the bulks a buy? We asked Tribeca’s Todd Warren for his take
Tribeca Investment Partners portfolio manager Todd Warren gives us his take on bulk miners and commodities Champion Iron could be a long term beneficiary of rising spreads for higher grade iron ore Glencore and Teck, currently involved in... |
Stockhead | ACS | 1 year ago |
Bulk Buys: FMG puts back first production for US$3.9b Iron Bridge mine again
Fortescue Metals Group signals another, this time minor, delay at its Iron Bridge development First production from the 22Mtpa magnetite mine is due in late April Pearl Gull announces maiden resource at Cockatoo Island Andrew Forrest’s Fo... |
Stockhead | ACS | 1 year ago |
Bulk Buys: New Hope pays monster dividend, could double production
New Hope pays monster dividend on last year’s coal boom Targeting doubling of production in three years, with expectations demand will outstrip supply despite ESG pressures Magnetite completes optimisation study ahead of high grade iron or... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Is China’s cautious growth target the red flag that halts iron ore’s bull run?
Iron ore’s bull run could be brought to a halt by China’s weaker than expected economic growth target Goldman predicts price record for Rio Tinto Thermal coal prices keep dropping Iron ore has been a bull’s game in 2023, with matadors spe... |
Stockhead | ACS | 1 year ago |
Bulk Buys: China’s pollution crackdown a familiar tale amid iron ore price run
China is again ordering sintering restrictions to crack down on pollution from its steel mills It comes after limits were placed on Dalian futures trading last week to bring the heat out of prices Junior miner CuFe posts maiden resource fo... |
Stockhead | ACS | 1 year ago |
Bulk Buys: BHP’s number crunchers see blue skies in China’s steely reopening
BHP (ASX:BHP) has reported, leaving only Rio Tinto (ASX:RIO) today to round out our February financial results season for the big three iron ore miners. In Oscars parlance none are expected to be award winners. Lower iron ore prices — and i... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Australia’s newest coal miner says emerging economies will power thermal market for the next two decades
South African coal miner Thungela Resources will become the majority owner of Australia’s Ensham coal mine Its CEO July Ndlovu says thermal coal will see demand for at least two, maybe three decades Iron ore sales lift There may be clouds... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Thermal’s 243-day reign as king of coal ends
Newcastle thermal coal’s reign as the top priced product on the market has ended Premium hard coking coal returns to traditional position at a premium to energy coal as European demand wanes Iron ore prices remain strong, but MySteel says... |
Stockhead | ACS | 1 year ago |
Bulk Buys: China’s return to Australian coal market to be a slow moving beast
Chinese companies are starting to make bids for Australian coal cargoes after an unofficial ban that ran for over two years But Coronado CFO Gerhard Ziems says Australian coking coal exports to China will only touch half of pre-pandemic le... |
Stockhead | ACS | 1 year ago |
Bulk Buys: As the 2023 season begins, who’ll blink first in BHP’s royalty dance off with Annastacia?
BHP did not deliver capital guidance for its BMA coal mines in Queensland last year after new royalty tiers drawing billions for Qld were introduced last July While CEO Mike Henry also cited China’s coal ban as a factor, its capex strike l... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Iron ore miners have one last roll of the dice at this green steel thing before 2022 is up
Efforts to develop zero emissions steel are at an early stage Fortescue Metals Group backs new attempt to use low grade iron ore in green steelmaking Coal exports are forecast to outstrip iron ore for the next two financial years Green st... |
Stockhead | ACS | 1 year ago |
Bulk Buys: Forrest targets ‘value over volume’ as he flags ramp up of African iron ore project
Fortescue Metals Group boss Andrew Forrest says green energy focused FMG will pursue value over volume in flagship iron ore business Actually also looking to increase volumes, with new high grade mine in Pilbara and African exploration pus... |
Stockhead | ACS | 1 year ago |
Bulk Buys: It’s a ‘pivot toward positivity’, but will China’s Covid shift actually light a fire under iron ore?
Iron ore prices posted a recovery on Monday as China relaxed some of its previously steadfast Covid measures Steel mills are still loss-making in China, with a real bounce in demand needed to bring prices back above US$100/t But experts sa... |
Stockhead | ACS | 2 years ago |