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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

When gold takes the backseat, silver grabs the wheel

With gold pulling back after a strong multi-year run, doubts about its ability to deliver further outsized returns are beginning to surface. Certainly, as recession...
+1
Justin Lin
Global X ETFs
Success and More Interesting Stuff

Jake Klein: The West is ill-prepared for what lies ahead and the gold price reflects this

Jake Klein built two gold giants from scratch. Now he warns: the West isn’t ready for what’s coming, and gold is flashing the signal.
Matthew Kidman
Centennial Asset Management
Commodities

Bitcoin hits new all-time high - what comes next?

Bitcoin passes US$110,000 for the first time ever as it builds its case as a legitimate alternative asset.
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Tom Stelzer
Livewire Markets
Commodities

Why now might be the time for copper

Despite a sharp sell-off following Trump’s so-called Liberation Day, copper has shown surprising resilience in the face of mounting concerns over a global economic...
Justin Lin
Global X ETFs
Commodities

Copper, cash flow, and the timing trade: Why ACG thinks the smart money is moving early

ACG is betting big on copper. With strong cash flow and market tailwinds, CEO Artem Volynets says now’s the time to act.
29M
+1
Ben Williamson
InvestorHub
Commodities

Why gold is beating stocks at their own game

The asset class’s role as a strategic buffer continues to strengthen amid volatile equity markets, high valuations and high inflation
World Gold Council
World Gold Council
Commodities

Trade truce switches investor focus from gold to copper and uranium

Expect copper M&A to trickle down; FireFly unveils more bumper copper results, illustrating disconnect between share prices and the metal.
BHP
BOE
+2
Barry FitzGerald
Independent Journalist
Commodities

“Gold is old”: Is Bitcoin about to eat gold’s lunch?

The precious metal has had a great run but Bitcoin offers a new narrative - and investors are starting to take notice.
Tom Stelzer
Livewire Markets
Commodities

Gold’s ascent fueled by risk and policy jitters

Structural forces suggest this rally may have legs, despite profit taking and the advancement of trade talks.
World Gold Council
World Gold Council
Commodities

Iron ore strength hiding in plain sight

It's the key price for the country...
Callum Newman
Fat Tail Investment Research
Commodities

Riding the commodity price cycle: The definitive investor guide

The commodity price cycle is a relentless beast, inflating bubbles & bursting dreams. Learn how to grow and protect your capital throughout.
BOE
CXO
+16
Carl Capolingua
Livewire Markets
Commodities

Uranium supply risks: means lights out over Paris

Former geologist James Cooper draws from his experiences in Africa and Uranium Mining, highlighting the supply risks in this market
BOE
PDN
TOE
+1
James Cooper
Fat Tail Investment Research
Commodities

Gold: pause in the bull run

Why gold could sell off in the short term
Callum Newman
Fat Tail Investment Research
Commodities

Going for gold: Asia drives global boom as investors seek safety

Investors appetite for gold has soared amid currency volatility and inflation fears.
World Gold Council
World Gold Council
Commodities

Gold's rise seems unstoppable - but is it too late to buy?

Here's a look at why some investors consider it a safe haven asset — and how you might approach investing in it.
Arian Neiron
VanEck
Commodities

Report shows ETFs rivalling central banks as the champion of gold demand

Trump’s first 100 days since returning to office provides historic backdrop for World Gold Council’s Gold Demand Trends Report for Q1 2025.
Shaokai Fan
World Gold Council
Commodities

Develop’s valuation comes to the fore as extent of production and cashflow outlook emerges

Successful re-start at Beament-led miner comes amid growing interest in copper assets; Boss’ stellar ramp-up enough to make the shorts choke
BOE
MAC
Barry FitzGerald
Independent Journalist
Commodities

The AI-driven supercycle in energy transition metals

AI's growth and the energy transition are set to spark a mineral supercycle - reshaping industries and straining supply chains.
Vinnay Cchoda
Betashares
Commodities

Why Aussies are queueing up at Martin Place to buy physical gold as prices surge

Forecasts for more cash rate cuts by the RBA in 2025 have stoked demand for gold, as lines regularly form outside a Martin Place gold store.
Tom Richardson
Livewire Markets
Commodities

Talisman’s juicy iron ore royalty enabling it to roll dice on big exploration plays

Tough market for raisings is irrelevant to Harmanis-controlled junior; Gold project falls into Nordic’s Lap-land; Rare earths stocks bounce.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

Gold at US$3,500? The bull case no-one should ignore

In our view, one of the largest opportunities for gold is the potential return of Western investors to gold.
Arian Neiron
VanEck
Commodities

Don’t become a victim of volatility: Use it to your advantage

James Cooper outlines the 'sleep easy remedy' for volatile markets: Focus on the best names in the most undervalued sectors.
James Cooper
Fat Tail Investment Research
Commodities

Gold rips as Genesis’ growing reserves point to early arrival at 400,000 oz milestone

Plus, copper-gold explorer FireFly storms back from sell-off as market starts to grasp production potential.
ASL
+7
Barry FitzGerald
Independent Journalist
Commodities

Strong euro and tariff fears drive gold prices

The willingness to hold and reluctance to sell – given current extreme policy uncertainty – could generate real momentum in the gold price.
World Gold Council
World Gold Council
Commodities

Watching insiders: the biggest breadcrumbs lead to rare earths

Insiders are showing that the biggest breadcrumbs in the resource industry are leading to Rare Earths.
James Cooper
Fat Tail Investment Research
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