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Commodities

From iron ore to coal, gold to copper, and oil to gas; understand the commodities forming the bedrock of the Australian economy.

Latest: Commodities

Commodities

Booming bauxite the metal of 2024 as tight supplies meet import-reliant China

Metro and Arrow among the few ASX stocks offering leveraged exposure; Plus, Spartan and Rumble take the week’s gold honours.
MMI
RIO
+3
Barry FitzGerald
Independent Journalist
Commodities

UBS: The bullion bull run is set to continue (and the 5 ASX stocks they like most)

We unpack UBS' bullish thesis for gold, and leverage insights from Livewire to assess the five stocks it likes.
DEG
+2
Chris Conway
Livewire Markets
Commodities

Boss sends bullish warning to growing army of uranium shorters

MD says Honeymoon project in South Australia is well on track to hit guidance; Plus, Argonaut’s latest list of best undeveloped projects.
AEE
BOE
DEG
+7
Barry FitzGerald
Independent Journalist
Commodities

This commodity surged 100% under Trump

James Cooper outlines why commodities performed well under Trump's first term in office and why it could repeat, despite today's pessimism.
James Cooper
Fat Tail Investment Research
Commodities

Antimony will be anything but anti-money if critical minerals trade war breaks out

And a host of ASX juniors are positioning to cash-in on what could be China’s weapon of choice.
+2
Barry FitzGerald
Independent Journalist
Commodities

Copper has become a national security issue. Here’s why mining is ramping up

Ivanhoe Mine's chairman Robert Friedland discusses why the need for mining is far from over at the UBS Australasia Conference 2024.
Sara Allen
Livewire Markets
Commodities

The nuclear renaissance is more than a Uranium trade

After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer. This quarter, we continue to see an influx of news which...
+2
Justin Lin
Global X ETFs
Commodities

Enter Trump… time to buy or sell oil and gas stocks?

Trump intends to unlock vast O&G reserves in the US and drive prices lower by flooding the economy with new supply. Time to sell O&G stocks?
BPT
STO
James Cooper
Fat Tail Investment Research
Commodities

Kingsland emerges as key piece in huge battery graphite and renewable power jigsaw

Energy specialist Quinbrook pays a premium for stake in Australia’s biggest graphite resource; Plus, Andean shows why silver stocks are hot.
ASL
SS1
+1
Barry FitzGerald
Independent Journalist
Alternatives in Focus

Gold is at all-time highs – So why are gold miners underperforming?

Gold prices are on a record streak of all-time highs. So why are gold stocks struggling for upside?
+3
Kerry Sun
Livewire Markets
Commodities

Resources stocks are at a "turning point" - and now is the time to invest

Janus Henderson’s Daniel Sullivan explains why uranium's renaissance is worth watching.
BHP
Sara Allen
Livewire Markets
Commodities

Rio Tinto-Arcadium deal signals bottom for lithium stocks

Rio Tinto seems ready to capitalise on the long-term new energy thematic and the incremental value it can generate.
RIO
Tom Hays
Tyndall AM
Commodities

Exclusive: Ioneer’s green light for Nevada lithium project

Plus, Sunstone dangles two big resources and huge upside as it opens data room to global majors.
INR
Barry FitzGerald
Independent Journalist
Commodities

Hard-hit lithium juniors get M&A bounce as Rio bid fuels talk of takeovers and supply deficits

Plus, Nimy creating a buzz with copper and gallium hits in remote WA.
+5
Barry FitzGerald
Independent Journalist
Commodities

Morgan Stanley: The range of possible outcomes for the oil market has rarely been as wide

We attempt to unpack the potential paths for the oil market in light of the conflict in the Middle East and longer-term considerations.
Chris Conway
Livewire Markets
Commodities

Oil in the war zone

Oil: buy, hold or sell?
Callum Newman
Fat Tail Investment Research
Commodities

What’s in store for iron ore this November and December

The iron ore price dived and surged in just a few weeks, as did prices of ASX iron ore miners. What usually happens in the last quarter?
BHP
+5
Carl Capolingua
Livewire Markets
Commodities

Gold’s ascent to all-time highs

Gold has staged an impressive rally thus far in 2024, with the metal recently hitting an all-time high. We believe that recent price levels could be sustainable,...
Global X ETFs
Global X ETFs
Commodities

The Chinese iron ore cost of production

One of the great mysteries of Chinese iron ore production is the grade. We show that it is around 15%, meaning around four times higher cost
BHP
+5
Kingsley Jones
Jevons Global
Commodities

Is all that glitters gold?

The last two years have been kind to investors. 2022 was a brutal readjustment to the end of the cheap money era that lasted from the financial crisis to Covid. But...
Tom Stevenson
Fidelity International
Commodities

Why gold has outperformed gold miners

According to geologist James Cooper as gold discovery rates fall, the case for owning junior gold stocks grows. Read on to find out why.
James Cooper
Fat Tail Investment Research
Commodities

Gold is trading at record levels: These are Macquarie's top ASX gold picks

Gold is running hot, scoring two consecutive all-time highs last week and trading above US$2,550 for the first time on record.
+5
Kerry Sun
Livewire Markets
Commodities

An insight into the most important M&A transaction of the year: Anglo Coal

The sale of Anglo American's Australian coal portfolio will provide a strong leading indicator to the global economic outlook
BHP
+2
Emanuel Datt
Datt Capital
Commodities

Focus on these stocks: Large undeveloped deposits

As grassroots exploration declines, former geologist James Cooper believes investors should be targeting large undeveloped deposits.
James Cooper
Fat Tail Investment Research
Commodities

Uranium supply approaches a tipping point

Uranium has gone through a bout of volatility over the past few months, notably selling off from the decade highs it had hit earlier this year on bullish supply and...
Justin Lin
Global X ETFs
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