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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

Seven factors driving the gold price

Gold’s surge into the $4,000s highlights powerful demand drivers, supply limits, and why the metal remains both compelling and volatile.
Damien Klassen
Nucleus Wealth
Commodities

Gold breaks records as digitalisation opens the next wave of demand

With gold up more than 60% and central bank demand doubling, investors face a historic turning point in portfolio construction.
Stephanie Gardner
Livewire Markets
Commodities

How Aussie miners like Arufura, Iluka and Lynas are powering the AI boom

Australia is fast becoming a key player in the AI supply chain, fuelling the semiconductor boom with its rare earths and critical minerals
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William Taylor
ETF Shares
Commodities

Three ways to add gold exposure to your portfolio

Despite a volatile week, the long term case for holding gold in a portfolio remains intact.
Cameron Gleeson
Betashares
Commodities

Gold just had its worst day since the pandemic. Where do prices go from here?

Gold recorded its steepest one day selloff since 2020 on Tuesday. Historical data offers clues about what investors should expect next.
Kerry Sun
Livewire Markets
Commodities

Are we heading into a golden age?

ASX gold companies have tripled in value and now outrank household names as investors rush to the ultimate hedge.
Tim Carleton
Auscap Asset Management
Commodities

What ASX rare earths stocks could Trump buy?

Emanuel Datt tips the ASX rare earths producers that fit Trump’s playbook as the U.S. hunts for allies in critical minerals.
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Vishal Teckchandani
Livewire Markets
Commodities

Gold, AI and Bitcoin show the "picks and shovels" trade never fails

Stellar performance for the alternative assets has still seen them outpaced by adjacent trades.
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Tom Stelzer
Livewire Markets
Commodities

Oil and gas: the Warren Buffett trade

It’s no secret that Buffett is wary of today’s lofty valuations, yet there’s still one area gaining his attention: Traditional Energy
BPT
STO
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James Cooper
Fat Tail Investment Research
Commodities

Gold hits US$4,000/oz – trend or turning point?

In our view, gold’s strategic strengths continue to balance the tactical risks as this new stage unfolds.
World Gold Council
World Gold Council
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.
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Vishal Teckchandani
Livewire Markets
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