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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

Arafura continues falling. Buy the dip or switch out?

Arafura's shareholders can't seem to catch a break. Is copper the better way to go?
David Tuckwell
ETF Shares
Commodities

5 reasons why investors should consider physical gold

Gold ETFs are coming back. Here, we assess why now and what to consider.
Arian Neiron
VanEck
Commodities

Analysts back in Bellevue as WA gold miner hits inflection point

Consistent results and shrinking hedge book cited as key; FirstAU-Javelin merger seen as Forrestania MKII and Latitude 66 screams value.
BGL
FAU
+3
Barry FitzGerald
Independent Journalist
Livewire Live

Drill, baby, drill: The case for Australia's next gas boom

Coal plants close from 2028 and power demand rises 50% by 2035. Ben Griffiths says gas is the answer and a drilling boom is coming.
Kerry Sun
Livewire Markets
Commodities

The oil market is running out of easy answers

Conflicting oil inventory data and diesel shortages point to extreme price swings ahead of US elections. Here is what you need to know.
Damien Klassen
Nucleus Wealth
Commodities

PMET’s lithium project is better than world-class Greenbushes, declares Brinsden

Plus, Minerals 260 embraces Lassonde's solution to the Lassonde problem.
MI6
Barry FitzGerald
Independent Journalist
Markets

Why is everyone telling you to buy copper?

Everyone wants copper exposure. Fewer have looked at why the supply side can't be fixed with money or time.
BHP
Kerry Sun
Livewire Markets
Commodities

Paved with good interventions

Gold surged in August, benefiting from heavy ETF inflows and growing doubts over US Treasury interventions.
Johan Palmberg
World Gold Council
Markets

Love the upside, hate the volatility? Janus Henderson on getting it right in the new commodities boom

There's 7 core drivers of a commodities cycle that's been decades in the making. Here's where Darko Kuzmanovic is seeing the opportunities.
BHP
EQR
+1
Tom Stelzer
Livewire Markets
Commodities

Copper, Rio and BHP fall as Trump wavers on tariffs. Buy the dip?

Trump's tariffs are driving more volatility in the copper price. But is buying the dip wise?
BHP
RIO
David Tuckwell
ETF Shares
Commodities

Global demand drives record holdings

Gold ETF holdings reached record highs in August fuelled by fiscal sustainability fears and strong price momentum across Western markets.
Taylor Burnette
World Gold Council
Markets

Uranium at record prices: The supply crunch that refuses to go away

There is no single commodity cycle. In 2026, different markets are responding to very different forces.
BOE
+7
Patrick Poke
Livewire Markets
Markets

The commodities trap that catches investors every cycle

Global X's Justin Lin on how supply and demand tailwinds are combining to drive a commodities supercycle and why ETFs are the way to play it
Tom Stelzer
Livewire Markets
Markets

Gold, silver and the commodity price cycle – an ASX investor’s guide to what comes next

Gold and silver set records in January then crashed by July – the commodity price cycle was at work, but not the version you were taught.
Carl Capolingua
Livewire Markets
Markets

2025 was the year to own commodities. 2026 is the year to pick them

Different commodities respond to different shocks, and 2026 is providing investors with a vivid reminder.
+1
Patrick Poke
Livewire Markets
Markets

Why the next five years could be a golden era for resources investors

Argonaut's David Franklyn on why lithium, copper and gold are set up for a strong five years and how to position before the move.
BHP
+5
Anna Dadic
Livewire Markets
Commodities

The bear thesis for copper and BHP looks pretty flimsy

Copper bears offer three arguments for why miners like BHP must fall. Only one of them holds water.
BHP
RIO
David Tuckwell
ETF Shares
Commodities

Buyers are deserting bonds - why that's good for gold investors

As rising Treasury yields test US policymakers, greater intervention could strengthen the investment case for gold.
Johan Palmberg
World Gold Council
Commodities

Commodity investing needs an upgrade

Investors need to rethink not only whether they allocate to commodities, but how they access the opportunity.
Robert Shimell
Janus Henderson
Commodities

Keep calm and mine on

Why the rare earth pullback may reflect a reset in sentiment and valuations, rather than a break in the sector’s long-term demand story.
Jamie Hannah
VanEck
Commodities

Bitcoin is back above A$100,000... for now

The US debt crisis and macro factors have seen Bitcoin post its best run since 2023.
Tom Stelzer
Livewire Markets
Reporting Season

Beyond the lithium wave: Why PLS Group's bumper results offer more

There is more to the PLS story than just an increased demand for lithium, according to ETF Shares' David Tuckwell.
Keith Ford
Livewire Markets
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
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