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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

Gold price forecast to reach US$3250 by end of year

VanEck says gold prices can push higher in 2025 as investors seek protection from uncertainty around US trade policy and debt levels.
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Tom Richardson
Livewire Markets
Commodities

PLS, MIN, IGO and LTR face “more challenging” lithium environment says Morgan Stanley

ASX lithium stocks’ rocky road likely to continue as mixed demand and still-robust supply push out its price recovery, says Morgan Stanley.
IGO
+2
Carl Capolingua
Livewire Markets
Commodities

Is the threat of US tariffs moving the gold market?

Trade fears shake gold markets, but history shows liquidity absorbs these shocks over time.
John Reade
World Gold Council
Commodities

What is the performance of gold telling us?

The price of gold exceeded US$2,900 an ounce last week for the first time. Since October 2023, it has risen by more than US$1,000 an ounce. The price is three times...
Tom Stevenson
Fidelity International
Commodities

Genesis hoses down talk of Vault takeover bid

Gold miner preferring organic growth; $150m Strickland looks for re-rate as resource hits 6.7Moz; A bullish note for Southern Cross Gold.
+4
Barry FitzGerald
Independent Journalist
Reporting Season

BHP's latest numbers belie a strong growth pipeline

BHP’s Chief Financial Officer Vandita Pant discusses the latest results in this interview with Livewire.
Sara Allen
Livewire Markets
Commodities

Morgan Stanley says this key factor pushing gold to record highs is now the single biggest risk

Morgan Stanley said the main driver of gold's epic bull run since 2022 is central bank buying, but this could reverse on one risk factor.
Tom Richardson
Livewire Markets
Commodities

Gold shines bright amid uncertainty and volatility… and no, you’re not too late to the party

In January, gold miners outperformed. With low correlation to most assets, gold and miners offer strong diversification.
Arian Neiron
VanEck
Commodities

Chips, silver, and HPA: unearthing profit in the AI goldrush

AI's unsung heroes: Silver and HPA. As tech titans battle, geologist James Cooper details how these commodities quietly power the revolution
A4N
CCM
James Cooper
Fat Tail Investment Research
Commodities

Gold investors, it’s time to let go of gold miners

When it comes to investing in gold, many investors are faced with a choice: physical gold or gold mining stocks. While both provide exposure to the yellow metal, they...
Justin Lin
Global X ETFs
Commodities

Economics of emerging copper-gold projects getting big boost from rising metal prices

Cygnus’ project highlights the huge gains, with a ~$600m boost to forecast cashflow; Plus, Spartan chief’s share price mea culpa.
BGL
+2
Barry FitzGerald
Independent Journalist
Commodities

Tribeca Partners backs these silver and gold miners as prices surge to record highs

Tribeca's Todd Warren said the group has lifted its exposure to gold and silver stocks, as Trump's tariff wars boost metals prices.
Tom Richardson
Livewire Markets
Commodities

'Disorderly': Why gold prices are being pushed to record highs

Traders are waiting for weeks to withdraw gold in London, as demand for physical gold ramps up to several new factors.
AUCDA
Tom Richardson
Livewire Markets
Commodities

Unstoppable: Gold price shatters records as global demand surges to new heights

With gold surging to record highs and many investors expecting the run to continue, are you holding gold in your portfolio?
Chris Conway
Livewire Markets
Commodities

'Too cheap': ASX gold miners on takeover watch

A $69 million investment in ASX gold miner Predictive Discovery has highlighted the potential for more M&A across the gold sector in 2025.
Tom Richardson
Livewire Markets
Commodities

The $100,000 metal? Unlocking investment potential in antimony’s supply crisis

China’s export ban has created a perfect storm. With soaring demand and vanishing supply, antimony is now a critical investment opportunity.
Xinyu Ru
Fawkes Capital Management
Commodities

As US tech stumbles… keep your focus on commodities

With China’s growing power and recent market shifts, it’s time for investors to reconsider commodities over richly valued US tech
James Cooper
Fat Tail Investment Research
Commodities

Why gold price forecasts are tied to several new factors

Russia's invasion of Ukraine has untethered gold's correlation to real interest rates and threatens to extend an ongoing bull run.
Tom Richardson
Livewire Markets
Outlook Series

Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.
BOE
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James Marlay
Livewire Markets
Commodities

Mineral wars: Why Trump needs Greenland

According to geologist James Cooper, the ‘Greenland Grab’ is all about resources and an escalation in US strategy to secure supply chains.
James Cooper
Fat Tail Investment Research
Commodities

Would a combined Rio Tinto-Glencore mining giant be a good idea for investors?

Two news reports caught our attention - and it got us and Janus Henderson Investors' Daniel Sullivan thinking.
BHP
RIO
+2
Hans Lee
Livewire Markets
Commodities

Everything you need to know about gold in 2025: New highs or major downturn?

Historical norms suggest the gold price should be struggling. It isn’t, and this could mean new record highs are just around the corner.
Carl Capolingua
Livewire Markets
Commodities

How much gold should you have in your portfolio?

And why State Street believe gold could hit US$3,100 in 2025.
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Sara Allen
Livewire Markets
Commodities

2025 commodities outlook: iron ore, copper, uranium, lithium and more

The Australian Government's commodity forecaster is expecting further weakness in iron ore, strength in uranium and elevated gold prices.
Kerry Sun
Livewire Markets
Commodities

From commodities lull to… what will the next mining boom look like ?

If the so-called energy transition overlaps the next mining boom, it will be a BIG one.
BHP
Hedley Widdup
Lion Selection Group
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