commodities

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

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.

We are particularly focused on the growing demand for energy and critical minerals as key themes.

Major broker Citi sees lithium market dynamics shifting away from the “short term bearish” view they’ve held for the last 9 months.

If the so-called energy transition overlaps the next mining boom, it will be a BIG one.

The uranium price is looking up after Trump’s big US election win, and following a new ban on Russian enriched uranium exports to the US.

China announced Friday it would remove a key tax rebate on aluminium and copper exports, potentially reshaping markets for these metals

ASX lithium stocks are about to enter their third year of general decline. Most of the major lithium names are down in order of magnitude 70-90% from the highs set in...

Warren Buffett... The icon of American capitalism; is now well into his twilight years. Can the same be said for the American economy?

We investigate a major broker’s cheapest versus most expensive ASX mining stocks.

This interview with China expert Louis-Vincent Gave explains why…

Aussie market rebounds, nearing all-time highs, with focus on China's upcoming $425B stimulus to boost the economy and commodities.

ASX 200 dips as energy soars; experts discuss copper, small-cap picks, and AI's impact. Investors eye Fed moves and oil prices.

China stimulus measures explained, as well as their likely impact on iron ore prices and the stocks a major broker is buying as a result.

According to two demographers, we’re approaching a new generational cycle and this has implications for investors.

Or perhaps, is it worth considering both for today's modern portfolios? Find out in this episode of The Pitch.

There could be important knock-on effects for commodity markets as a result of the attempted assassination of former President Donald Trump.

Ray David discusses how to navigate the mining cycle with three mining companies with tier one high quality assets.

Janus Henderson’s Daniel Sullivan believes we could be on the cusp of a sypercycle and there are four commodities that stand out.

Two major brokers have released simultaneous research reports in which they make sweeping changes to their commodity prices outlook.