Australian Commodities

Latest news and analysis on Australian Commodities

Education

Steel's new groove: The transformation of an industry leader

The latest Firetrail Equity Edge Podcast has just landed.
Firetrail Investments
Firetrail Investments
Signal or Noise

7 commodities (and 8 stocks) to watch in this complex market

This episode's Signal or Noise panel is split on whether this breakout is a false signal or a generational opportunity.
DEG
PDN
+4
Hans Lee
Livewire Markets
Investment Theme

Which ASX commodities (and stocks) provide the best bang for your buck?

We take a look inside the Australian mining sector, including a handful of stocks and an ETF.
BHP
BOE
+5
Glenn Freeman
Livewire Markets
Macro

Why is the price of iron ore falling?

Because China is charting a different path.
BHP
RIO
David Berthon-Jones
Aequitas Investment Partners
Macro

The potential economic impact of a China shock on Australia

A shock to Chinese demand would mainly be borne by lower incomes, with a lower AUD a critical shock absorber.
Kieran Davies
Coolabah Capital
Commodities

The commodity opportunity you may have overlooked... but should not ignore

Australia is blessed with a plethora of high-quality commodity investment opportunities. But there is one that is underappreciated by many.
BHP
BOE
+2
Chris Conway
Livewire Markets
6