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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

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
Commodities

Where to from here for energy stocks?

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...
ALD
STO
+3
Benjamin Goodwin
Merlon Capital
Commodities

Why this is the first energy transition in history to deliver higher prices

‘A good part of the capital which had so lavishly employed in the import trade, they are gradually diverting into that safer and infinitely more productive channel...
ORG
Greg Canavan
Fat Tail Investment Research
Commodities

Lack of clarity on Chinese stimulus to hurt Aussie iron ore miners

Continued steel and iron ore uncertainty China’s National Congress was held last month, and we have been following this closely to understand the implications for...
Michael Slack
Martin Currie
Commodities

The great copper panic

Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After Wood Mackenzie’s report last week, headlines like this appeared:...
Damien Klassen
Nucleus Wealth
Commodities

Aussie miners, through the eyes of 3 brokers and a fund manager

A mainstay of the Australian economy, the commodities sector soared in the first half of 2022. But the ASX 200 Materials index has since pulled back, currently down...
AKE
BHP
+14
Glenn Freeman
Livewire Markets
Commodities

Lithium prices hit record as China shores up supplies

Plus, Strandline set for first cashflow at WA mineral sands project, marked-down AuTECO labelled ‘one of the most exciting junior gold explorers on the ASX’ and Cameco...
BOE
+2
Barry FitzGerald
Independent Journalist
Commodities

An undervalued miner with a critical advantage

The concentration of supply of critical minerals related to decarbonisation is an issue that has been highlighted by major Western economies as a risk to securing...
Stefan Hansen
Stefan Hansen
Tyndall AM
Commodities

What's happening in commodities?

At one point in 2022, commodities were the only asset class which was positive YTD – as a completely unconstrainted investor, the returns for all H1 2022 were to be...
Max Pacella
Rest Super
Commodities

Bullion’s rising forward sales prices add to improving outlook for gold stocks

Plus, investors applaud Minerals 260’s deal to branch out with purchase of Ti Tree project in WA, Southam’s appointment as MD drives further share price gains for...
BHP
CHN
+7
Barry FitzGerald
Independent Journalist
Commodities

The energy crisis is likely to last years

Europe is restarting mothballed coal-based power plants because the benchmark electricity price has exceeded 1,000% above its average of the past decade (where...
Michael Collins
Michael Collins
Magellan
Commodities

Why you should care about the gold rush

Gold prices in many major currencies remain close to, if not at, their all-time highs (see Chart 1). In US dollar terms, the price of the coveted yellow metal also...
abrdn .
abrdn
Commodities

Why the move in energy stocks is just getting started

Politics and energy are inextricably linked. Always have been, always will be. Energy is the cost base of an economy. Cheap energy allows an economy to thrive (and...
Greg Canavan
Fat Tail Investment Research
Commodities

America’s shrinking petroleum reserve, and why you need to buy the energy correction

In my past few Livewire articles, I argued that the rally that was underway since June was a bear market rally. Over the past week, global equity markets have...
Greg Canavan
Fat Tail Investment Research
Commodities

What's going on with Gold?

This year has dreamt up everything a gold bull could want. War in Ukraine has set volatility alight. Investors have flown to safety, as stock and bond markets have...
kanish chugh
kanish chugh
Global X ETFs
Commodities

Chart of the Week - Silver ETF Flows

Silver Shock: As you might have seen, silver had a dream run in 2020. And well, to be fair, most markets mooned back then riding the tides of extreme monetary...
Callum Thomas
Topdown Charts
Commodities

Is water investing a missed opportunity?

It's raining, it's pouring - but not necessarily when it comes to water investing. Australia is facing a return of La Nina. There are few water restrictions in place...
D2O
DEM
REH
+1
Sara Allen
Livewire Markets
Commodities

Profiting from the tightness in energy markets

In this week’s episode of Talk Ya Book, Emanuel Datt sits down with Chris Judd to discuss the global energy crisis, underinvestment in some key energy commodities, and...
Emanuel Datt
Datt Capital
Commodities

Carbon credits: the emerging asset class with big upside

There is immense and growing investor interest in carbon credit investment as the global economy strides forward towards meeting aggressive decarbonisation targets. We...
Todd Warren
Tribeca Investment Partners
Commodities

Citi's case for an iron ore rebound - and how it affects the ASX miners

When people think of investing in Australian assets, three things probably spring to mind: sky-high property prices,  generous dividends, and  our inextricable...
BHP
FMG
RIO
+2
Hans Lee
Livewire Markets
Commodities

Chart of the Week - Another Headwind for Commodities

China Property vs Commodities: China in general, but especially its property sector, has been a major driver of commodity prices over the past couple decades. There...
Callum Thomas
Topdown Charts
Expert Insights

Paradice's 3 preferred materials exposures and 1 sector to avoid

In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times....
BHP
IPL
+4
Livewire Exclusive
Livewire Markets
Commodities

Two factors will determine the fate of this mining boom

The Lion Mining Clock depicts the boom-bust cycle of the mining industry which is driven by liquidity. 2021 saw record liquidity flow into the mining sector,...
29M
BHP
LLL
+2
Hedley Widdup
Lion Selection Group
Commodities

Chart of the Week: Heavy metal omen for energy prices

Energy Prices vs Metal Prices: Energy commodity prices (the index in this chart includes crude oil, natural gas, and other petroleum products) have pulled back from...
Callum Thomas
Topdown Charts
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