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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.

Commodities

The $100,000 metal? Unlocking investment potential in antimony’s supply crisis

China’s export ban has created a perfect storm. With soaring demand and vanishing supply, antimony is now a critical investment opportunity.
Xinyu Ru
Fawkes Capital Management
Commodities

As US tech stumbles… keep your focus on commodities

With China’s growing power and recent market shifts, it’s time for investors to reconsider commodities over richly valued US tech
James Cooper
Fat Tail Investment Research
Commodities

Why gold price forecasts are tied to several new factors

Russia's invasion of Ukraine has untethered gold's correlation to real interest rates and threatens to extend an ongoing bull run.
Tom Richardson
Livewire Markets
Outlook Series

Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.
BOE
+4
James Marlay
Livewire Markets
Commodities

Mineral wars: Why Trump needs Greenland

According to geologist James Cooper, the ‘Greenland Grab’ is all about resources and an escalation in US strategy to secure supply chains.
James Cooper
Fat Tail Investment Research
Commodities

Would a combined Rio Tinto-Glencore mining giant be a good idea for investors?

Two news reports caught our attention - and it got us and Janus Henderson Investors' Daniel Sullivan thinking.
BHP
RIO
+2
Hans Lee
Livewire Markets
Commodities

Everything you need to know about gold in 2025: New highs or major downturn?

Historical norms suggest the gold price should be struggling. It isn’t, and this could mean new record highs are just around the corner.
Carl Capolingua
Livewire Markets
Commodities

How much gold should you have in your portfolio?

And why State Street believe gold could hit US$3,100 in 2025.
+1
Sara Allen
Livewire Markets
Commodities

2025 commodities outlook: iron ore, copper, uranium, lithium and more

The Australian Government's commodity forecaster is expecting further weakness in iron ore, strength in uranium and elevated gold prices.
Kerry Sun
Livewire Markets
Commodities

From commodities lull to… what will the next mining boom look like ?

If the so-called energy transition overlaps the next mining boom, it will be a BIG one.
BHP
Hedley Widdup
Lion Selection Group
Commodities

Rio and Patriot deliver much-needed festive cheer to lithium investors

Rio's $20b bet on the battery metal and a major strategic investment in Patriot by Volkswagen reflect expectations of a supply deficit.
BHP
+1
Barry FitzGerald
Independent Journalist
Commodities

Gold demand to continue rising in 2025, driven by central banks, consumers and investors

Gold went to all time highs in 2024 - and we think the momentum could continue.
Robin Tsui
State Street Investment Management
Commodities

Booming bauxite the metal of 2024 as tight supplies meet import-reliant China

Metro and Arrow among the few ASX stocks offering leveraged exposure; Plus, Spartan and Rumble take the week’s gold honours.
MMI
RIO
+3
Barry FitzGerald
Independent Journalist
Commodities

UBS: The bullion bull run is set to continue (and the 5 ASX stocks they like most)

We unpack UBS' bullish thesis for gold, and leverage insights from Livewire to assess the five stocks it likes.
DEG
+2
Chris Conway
Livewire Markets
Commodities

Boss sends bullish warning to growing army of uranium shorters

MD says Honeymoon project in South Australia is well on track to hit guidance; Plus, Argonaut’s latest list of best undeveloped projects.
AEE
BOE
DEG
+7
Barry FitzGerald
Independent Journalist
Commodities

This commodity surged 100% under Trump

James Cooper outlines why commodities performed well under Trump's first term in office and why it could repeat, despite today's pessimism.
James Cooper
Fat Tail Investment Research
Commodities

Antimony will be anything but anti-money if critical minerals trade war breaks out

And a host of ASX juniors are positioning to cash-in on what could be China’s weapon of choice.
+2
Barry FitzGerald
Independent Journalist
Commodities

Copper has become a national security issue. Here’s why mining is ramping up

Ivanhoe Mine's chairman Robert Friedland discusses why the need for mining is far from over at the UBS Australasia Conference 2024.
Sara Allen
Livewire Markets
Commodities

The nuclear renaissance is more than a Uranium trade

After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer. This quarter, we continue to see an influx of news which...
+2
Justin Lin
Global X ETFs
Commodities

Enter Trump… time to buy or sell oil and gas stocks?

Trump intends to unlock vast O&G reserves in the US and drive prices lower by flooding the economy with new supply. Time to sell O&G stocks?
BPT
STO
James Cooper
Fat Tail Investment Research
Commodities

Kingsland emerges as key piece in huge battery graphite and renewable power jigsaw

Energy specialist Quinbrook pays a premium for stake in Australia’s biggest graphite resource; Plus, Andean shows why silver stocks are hot.
ASL
SS1
+1
Barry FitzGerald
Independent Journalist
Alternatives

Gold is at all-time highs – So why are gold miners underperforming?

Gold prices are on a record streak of all-time highs. So why are gold stocks struggling for upside?
+3
Kerry Sun
Livewire Markets
Commodities

Resources stocks are at a "turning point" - and now is the time to invest

Janus Henderson’s Daniel Sullivan explains why uranium's renaissance is worth watching.
BHP
Sara Allen
Livewire Markets
Commodities

Rio Tinto-Arcadium deal signals bottom for lithium stocks

Rio Tinto seems ready to capitalise on the long-term new energy thematic and the incremental value it can generate.
RIO
Tom Hays
Tyndall AM
Commodities

Exclusive: Ioneer’s green light for Nevada lithium project

Plus, Sunstone dangles two big resources and huge upside as it opens data room to global majors.
INR
Barry FitzGerald
Independent Journalist
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