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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

Reporting Season

Was Northern Star’s 6% jump about its results or a gold rally that lifted all boats?

Northern Star Resources saw its share price up after its results surprised on the upside, but it might have more to do with the US Treasury.
Keith Ford
Livewire Markets
Commodities

Gold in a world where trust is becoming scarce

In a fracturing world, gold’s appeal increasingly reflects how investors value diversification, resilience and trust.
John Reade
World Gold Council
Reporting Season

BHP pays monster dividend as a higher valuation looks set to stay

BHP's copper pivot has hit an inflection point.
BHP
David Tuckwell
ETF Shares
Shares

Reporting season masterclass! What quarterly, half-year and full-year reports really tell investors

A comprehensive guide to reading the two major reporting cycles for ASX mining companies together – and how to spot the gaps.
Carl Capolingua
Livewire Markets
Commodities

The Aussie gold junior drilling among rich deposits and big names in South America

Plus, the strong tin price and a bumper project study yet to be reflected in Sky’s share price.
SKY
Barry FitzGerald
Independent Journalist
Commodities

Is the case for gold still intact?

Gold’s disappointing performance over the past quarter can be attributed to three key factors.
Justin Lin
Global X ETFs
Commodities

Inflation's second act: What it could mean for gold

An inflation resurgence does not automatically imply a major gold rally.
World Gold Council
World Gold Council
Commodities

For gold investors, the best approach in 2026 may be to do nothing

"The strongest of all warriors are these two: Time and Patience" -- Lev Tolstoy
David Tuckwell
ETF Shares
Commodities

Rio's bumper dividend is mostly a copper story

Rio's copper profits almost doubled, while iron ore profit stayed flat.
RIO
David Tuckwell
ETF Shares
Commodities

The electricity tipping point & the next energy boom

We're in a new era for electricity demand and that will drive a huge growth opportunity.
Lucas White
GMO
Commodities

Strong lithium cashflows to be key highlight of imminent quarterlies

Commentary on demand/price expectations will be next re-rerating event; Plus, Great Southern starts drilling at big Queensland gold target.
IGO
LTR
+3
Barry FitzGerald
Independent Journalist
Expert Insights

Acorn's Rick Squire says the resources rally is changing shape. Here's 3 ASX stocks he likes

Rick Squire explains why the resources rally isn't over, why copper and uranium still appeal, and three stocks he likes today.
Chris Conway
Livewire Markets
Commodities

Gold ETF flows remain resilient despite June reversal

The first half of 2026 saw managed money net longs remain stable as retail positioning tracked short-term price movements
World Gold Council
World Gold Council
Shares

10 ASX gold stocks the experts recommend to buy right now

Gold had its weakest quarterly performance since 2013, but a range of factors is keeping experts bullish.
+9
Joseph Lyons
Livewire Markets
Commodities

Why South32 is right to ditch aluminium for copper

South32's pivot is the latest sign of the copper megatrend reshaping Australian mining.
S32
David Tuckwell
ETF Shares
The Rules of Investing

3 ways to play the mining boom that is just getting started

Hedley Widdup from Lion Selection Group explains why the mining cycle may still be in its early stages and where he’s finding opportunities.
+1
The Rules of Investing
Livewire Markets
Commodities

The fundie who delivered 90% last year has a new stock on his watchlist

Acorn Capital’s Rick Squire on gas, gold and why the Iran peace deal was both his highlight and his lowlight.
COI
MEK
Keith Ford
Livewire Markets
Commodities

Stock selection the key for gold investors as they await signs of peak inflation

Newcomer Lac Gold offers leverage and scale for those wanting exposure to the higher gold price which could flow from a fall in bond yields.
LAC
Barry FitzGerald
Independent Journalist
Commodities

Why central banks are planning to add more gold

Three investment objectives driving central bank demand for gold - safety, liquidity and returns - have risen in importance, survey finds.
Shaokai Fan
World Gold Council
Commodities

BHP's rough week: is the Jansen sell-off going too far?

The market is punishing BHP for cost blowouts at Jansen. But sometimes in life you need to be patient.
BHP
David Tuckwell
ETF Shares
Alternatives

Gold has surged over five years. Is it still worth holding?

Gold has delivered strong returns, but after such a sharp rally, investors may need to focus on the portfolio role.
+10
Sara Allen
Livewire Markets
Commodities

The mining giant and 4 ETFs Bell Potter expects to win the commodities boom

AI infrastructure, electrification and deglobalisation are colliding with years of underinvestment in mining. Bell Potter explains why.
+22
Vishal Teckchandani
Livewire Markets
Markets

Gold's third-longest streak in 50 years just ended. Here's what comes next

Gold just cracked its 200-day for the first time in 660 days. History says the headline is scarier than the outcome.
Kerry Sun
Livewire Markets
Commodities

Precious metal pullbacks and buying the dip as turmoil engulfs markets

Gold has fallen for four months. While the decline is worrying some investors, market history suggests its a textbook correction.
Jordan Eliseo
ABC Bullion
Commodities

Could the next Fed hike be bullish for gold?

Markets fear higher rates, but history shows Fed tightening can sometimes be good for gold.
World Gold Council
World Gold Council
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