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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

Can the gold rally continue?

Gold’s rally in recent years has unfolded not because of its traditional drivers, but in spite of them.
Justin Lin
Global X ETFs
Commodities

Copper crisis runs deep with mine disasters

From Indonesia’s Grasberg mudslide to Chile’s El Teniente collapse, 2025 has witnessed unprecedented copper mine disasters.
James Cooper
Fat Tail Investment Research
Commodities

Gold ETFs record strongest quarter on record as investors rush for safety

A record US$26bn flowed into gold ETFs last quarter, lifting assets to all-time highs as investors hedge against risk and volatility.
World Gold Council
World Gold Council
Commodities

Gold’s glittering run to US$6,000 could power NEM, NST, and EVN gains for years

The great central-bank gold rush: new IMF data hints this rally may just be the opening act of a much bigger bull market.
BGL
+16
Carl Capolingua
Livewire Markets
Commodities

Bitcoin hits another all-time high: is this time really different?

Another breakout for the biggest cryptocurrency shows it's still part of the everything-bull run unfolding right now.
Tom Stelzer
Livewire Markets
Commodities

Is gold the new growth stock?

Having already moved from currency to stable store-of-value, is this the latest evolution for the precious metal?
Tom Stelzer
Livewire Markets
Commodities

Underground geopolitics: The battle for Africa’s mineral wealth

Trump invites obscure African leaders to the White House. China rebuilds eastern railways. The prize? Africa’s vast copper wealth.
James Cooper
Fat Tail Investment Research
Livewire Live

Is the market still missing out on gold?

Despite the gold price at record highs, L1 Capital's Mark Landau painted a bullish picture at the recent Livewire Live event.
Andrew Legget
Livewire Markets
Commodities

Massive step-change underway for gold

From trust to access, gold’s overhaul is set to bring new liquidity and relevance for investors worldwide
World Gold Council
World Gold Council
Commodities

The future of exploration: tokenising pounds in the ground

A reader recently introduced me to an interesting idea: a firm in the US is looking to ‘tokenise’ unmined gold resources.
James Cooper
Fat Tail Investment Research
Commodities

Profiting from the ‘weaponisation’ of commodities

Geopolitics, underinvestment, and surging demand are reshaping commodity markets - creating both disruption and opportunity for investors.
PM Capital
PM Capital
Commodities

Nickel - As a contrarian investor, there's nothing I love as much as hate' - Rick Rule

Well known resources investor Rick Rule “loves hate”. As a contrarian investor he appreciates commodities are cyclical and looks for deep value in beat up sectors,...
Nicholas Boyd-Mathews
Eden Asset Management
Commodities

Fool’s gold? Why this rally is on shaky ground

Get greedy when others are fearful, Buffett said. And right now, gold industry fearfulness is near zero.
David Tuckwell
ETF Shares
Commodities

Inflows push gold ETFs to new highs as safe-haven demand builds

With global risks rising, investors piled into gold for a third month, sending assets under management to fresh records.
World Gold Council
World Gold Council
Commodities

7 ASX stocks and ETFs to ride gold’s next leg higher

As bullion breaks US$3,500, experts from Katana, Macquarie and VanEck reveal their top ASX ideas to ride gold’s next leg higher.
+4
Vishal Teckchandani
Livewire Markets
Commodities

Why Trump is sending gold stocks higher with potential to soar through 2026

Trump is like a drunken captain sailing a ship onto some economic rocks and the gold price signals it.
+1
Tom Richardson
Livewire Markets
Commodities

Forget next year’s commodity prices: focus on 2075’s

Over very long intervals, short-term random fluctuations (“noise”) cancel one another – and ever clearer and steadier signals emerge.
Chris Leithner
Leithner & Company Ltd
Commodities

Water: The ultimate scarcity play

Geopolitical storm in the making: China is in the midst of building the world's largest hydro power project upstream from rival, India.
James Cooper
Fat Tail Investment Research
Commodities

Whopping US taxes on Chinese graphite imports put Syrah right back in the game

Plus, Kingsland super-sizes its big graphite offering with gallium and titanium; Centaurus’ green and cost credentials support $23m raising.
Barry FitzGerald
Independent Journalist
Commodities

ETF Investors defy record gold prices to lift global gold investment demand

Gold prices surged 26% in H1 2025, outperforming most assets, as investors seek protection from economic and geopolitical shocks.
Shaokai Fan
World Gold Council
Commodities

EVs, batteries, & lithium: Recharged & ready for launch

Electric vehicles (EVs), battery technology firms, and lithium miners have made significant strides in global adoption, technological innovation, and production...
Justin Lin
Global X ETFs
Commodities

Party like it’s 1890: historic gold prices hit Kalgoorlie

The Diggers and Dealers Conference in Kal is taking place, and geologist James Cooper has a golden ticket! Read on to find out the goss!
+1
James Cooper
Fat Tail Investment Research
Commodities

Copper M&A set to get hotter as industry players look for more exposure ahead of supply deficits

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.
BHP
HCH
+4
Barry FitzGerald
Independent Journalist
Commodities

There’s no place like home

Gold has rallied in 2025, but what does the Wizard of Oz have to do with today's gold market? Discover a surprising historical link.
Arian Neiron
VanEck
Commodities

Trump’s copper tariff winners, and what it means for BHP, Rio

A 50% tariff, whether by accident or design, may prove the magic number to lift US copper prices above long-term incentive pricing.
BHP
RIO
+1
David Tuckwell
ETF Shares
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