Yesterday
Cyclone forces WA LNG shutdowns, worsening global gas crunch
More than a quarter of global LNG supply has been knocked out by the suspension of exports from Qatar and disruption to WA operations from Cyclone Narelle.
‘Don’t get up at 2am’: Exhausted fundies sit on cash as war rages
As stocks and bonds swing wildly and traditional haven assets slump, investors are sitting on the sidelines as fatigue sets in.
This Month
Investors to splash $23b on battered ASX as BHP, CBA pay out
Australia’s biggest companies are paying out billions in dividends over the next fortnight that could turbocharge a rebound in the sharemarket.
Wartime inflation shock ‘catastrophic’ as fertiliser, plastics soar
The soaring price of lesser known commodities from the Iran war is a double whammy for farmers and manufacturers that have already been hit by the oil shock.
BlackRock cuts US stocks as energy ‘wreckage’ looms
The world’s largest fund manager is preparing for prolonged market disruption from the Middle East conflict and has warned investors against undue optimism.
Australia’s diesel crisis plunges ASX mining stocks into bear market
Fund managers have been dumping stocks amid worries that mines are about to run out of fuel, which would lead to higher costs and could even curtail production.
‘Utter chaos’: Oil dives 14pc as Trump says Iran talks under way
Brent crude slid to $US96 a barrel in one of the biggest intraday price swings on record as Donald Trump backed down on US strikes in Iran.
Markets face ‘big 36 hours’ as Iran threats wipe billions from ASX
As the conflict in the Middle East drags on, big investors are growing increasingly uncertain, sending bond and equities markets yo-yoing.
Oil settles modestly higher in New York as volatility persists
A roller-coaster day for crude reflected how nervous global investors are about the potential escalation of the war, and how eager they are for any good news.
Beyond the fog of war: The real energy Armageddon is just beginning
The Iran conflict could upend global markets for months, maybe years. But zoom out. The mayhem has built for decades and won’t end when the fighting stops.
Crude prices are ‘not telling the full story’ of this oil crisis
The spike in Brent above $US110 a barrel has been relatively contained. But look beneath the surface and there are signs that energy markets are under massive strain.
War casts shadow over fund managers gathered on idyllic Rottnest
From US hedge funds to Regal and Perennial, Euroz Hartleys’ conference on the island off Perth was in hot demand for those looking for commodities exposure.
The biggest oil risk is at the bottom of the barrel
The Iran war has turned the energy industry upside down. Fuel oil is now an ultra-expensive commodity – and that’s bad news for the global economy.
Iron ore falls victim to wild markets as prices reverse
Fresh off its biggest weekly gain in more than a year, the iron ore price reversed suddenly on Monday and is expected to keep falling.
The oil shock is real. The market shock may be coming next
Macquarie’s Viktor Shvets warns that investors’ calm relies on a quick end to the Iran war – a gamble that ignores deeper, structural geopolitical risks.
The Maloney family’s share trade timing is golden
A bit of luck can save you $34 million, it turns out. Even if it requires a quick about-face from an earlier pledge not to sell more shares.
Aussie dollar jumps on oil shock as big four banks tip two rate rises
Banks and traders are expecting a rate increase from the RBA next week, which has lit a fire under the Australian dollar just as oil jumps back above $US100 a barrel.
Hunkering down: cash funds swell on Middle East tensions
Investors are hoarding capital in cash funds, keeping their powder dry to buy the dip once the Middle East war de-escalates.
Glencore mulls ASX listing in wake of value gap that foiled Rio merger
A secondary listing of its shares in Australia could push up the valuation of the commodities giant, CEO Gary Nagle said.
‘Unfathomable’: Oil traders left reeling after historic 24 hours
US oil traded in the widest range since prices turned negative during the depths of the pandemic, and strategists warn the volatility is far from over.
