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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

Critically endangered metals

Former geologist James Cooper explains why a gap in new discovery presents enormous opportunity for explorers targeting critical metals
James Cooper
Fat Tail Investment Research
Commodities

The oil and gas junior that stands to fill Australia’s looming gas demand gap

Lauren Bennett, CEO for Omega Oil and Gas, discusses Omega's drilling activity and potential, gas shortages and the next three years.
Sara Allen
Livewire Markets
Commodities

Tesla dumps rare earths… should you do the same?

Rare Earth outlook has deflated rapidly in March, but with the likes of Twiggy and Gina Reinhart backing the sector, now is the time to buy
James Cooper
Fat Tail Investment Research
Commodities

Investing in Copper: A comprehensive guide for ASX investors

An overview of copper, demand and supply factors, price drivers and the big issue that's weighing on near-term cash flows.
29M
A1M
+8
Kerry Sun
Livewire Markets
Commodities

Imdex provides exposure to growth in global mining sector

Mining-technology company focussed on achieving higher margins, production innovation and acquisitions.
PM Capital
PM Capital
Commodities

Tech Titans turn their hand at Mineral Discovery

Former exploration geologist, James Cooper, looks at ‘Artificial Intelligence’ in mineral discovery. Will we even need geologists in future?
James Cooper
Fat Tail Investment Research
Commodities

Iron Ore: A concise guide for ASX investors

A deep dive into iron ore supply and demand, price drivers, outlook and key ASX-listed companies.
BHP
+6
Kerry Sun
Livewire Markets
Commodities

The commodities rally: A new supercycle?

Commodities have surged recently despite global recession forebodings. Tribeca’s Ben Cleary shares his short and long-term views.
+1
Chris Conway
Livewire Markets
Rapid Fire

Gaining exposure to a commodity with a strong outlook is only half the challenge

Commodities carried the market last year, at least for a time. Here's how to play the space in 2023.
BHP
David Thornton
Livewire Markets
Commodities

The four mining companies Goldman Sachs calls an ESG buy (including one Aussie stock)

The traditionally emissions-heavy sector is working to make sustainable change and Goldman Sachs believes it’s time to recognise this.
+1
Sara Allen
Livewire Markets
Commodities

The Transitional 10: Critical metals of clean energy

With the rapid adoption of clean technologies, we take a look at ten disruptive minerals and materials core to this transition.
Blair Hannon
Blair Hannon
Global X ETFs
Commodities

Newmont attempts to buy Newcrest. Are Northern Star and Evolution Mining next?

Nothing gets the markets all juiced up quite like a takeover offer. But can Newcrest's good news flow through to the other major players?
+4
Hans Lee
Livewire Markets
Commodities

Lithium prices remain buoyant. Here are Macquarie's preferred picks

Lithium stocks have bounced from November lows, we break down Macquarie's latest research, their preferred picks and why.
AKE
+3
Kerry Sun
Livewire Markets
Commodities

The evolving gold market dynamics & why Newcrest is in demand

Gold and gold equities are viewed as a safe haven. As a result they typically exhibit a low correlation to global equities which is particularly true during drawdowns...
Alison Savas
Antipodes
Commodities

Commodity predictions for 2023 – Part Two

Former exploration geologist, James Cooper, suggests energy and small-cap explorers will be the two big themes to watch out for in 2023
James Cooper
Fat Tail Investment Research
Commodities

Why we will vote against the BHP offer for Oz Minerals

A rally in global copper stocks makes the BHP offer for Oz Minerals look inadequate.
29M
BHP
+2
David Franklyn
Argonaut Funds Management
Commodities

The three reasons behind the gold rally

Gold prices are near all-time highs while shares and bonds have struggled. Global X's David Tuckwell explores the reasons why.
David Tuckwell
Global X ETFs
Commodities

Commodity predictions for 2023 – Part One

Former exploration geologist, James Cooper, explains what's ahead in 2023 for mining, plus one mineral that's set to follow lithium's surge
James Cooper
Fat Tail Investment Research
Outlook Series

Two big resources opportunities for 2023 (and one less so)

2022 was a poor year for equities - unless you played your cards right in the resources sector. So what will 2023 bring?
+7
Daniel Sullivan
Janus Henderson
Commodities

What a 2023 recession could mean for commodities investors

Citi and Morgan Stanley are both out with their 2023 commodities outlook pieces. I read through all 200+ pages of it so you don't have to.
AKE
BHP
+9
Hans Lee
Livewire Markets
Commodities

Chart of the Week - Low Energy Investment

Energy CapEx — Renewables vs Oil & Gas: This is an interesting chart with respect to commodity markets, energy security, and the energy transition …perhaps some of...
Callum Thomas
Topdown Charts
Commodities

Lithium demand is going 30x, and Macquarie reckon these 6 stocks are in the hot seat

What do you get when you mix a megatrend, eye-watering demand and constrained supply?  Lithium.  The International Energy Agency (IEA) has crunched the numbers on...
AKE
IGO
+3
David Thornton
Livewire Markets
Commodities

The future of global energy markets

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...
Benjamin Goodwin
Merlon Capital
Commodities

Don't let the macro outweigh the micro: How a commodities fundie picks his winners

Macro narratives are powerful things. They foment fear in bear markets and fuel confidence in bull markets. But narratives also do their best to mask opportunities. ...
AKE
CXO
David Thornton
Livewire Markets
The Rules of Investing

Luke Smith: This commodity will grow 10x in 10 years

It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when most everything was...
The Rules of Investing
Livewire Markets
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