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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 surprising case for natural resources

The global natural resources sector is generally considered to be highly cyclical, being sensitive to the economic backdrop, resulting in a strong temptation among...
Tal Lomnitzer
Janus Henderson
Commodities

Gold demand grows as investors seek a safe haven

Investors are witnessing a decoupling of the relationship between gold’s fair value and US real yields, as concerns over the Ukraine war and high,...
kanish chugh
kanish chugh
Global X ETFs
Commodities

The gold price hasn't moved: Here's why we believe it will

There is currently plenty of confusion about the outlook for the gold price. And while current price action could be poor, Chris Watling of Longview Economics argues...
Chris Watling
Longview Economics
Commodities

Lithium has soared: Could these three juniors be set for takeoff?

Elon Musk recently announced (via Twitter, of course) that he is considering getting into lithium mining to bring down prices. He needn’t bother. It’s a commodity...
AKE
BHP
+6
Barry FitzGerald
Independent Journalist
Commodities

Rare earths juniors fire up on news of Iluka’s $1.2b refinery

Taxpayer loan for Australia’s first refinery highlights size of the prize for successful explorers. Plus, last week’s column on DGO-De Grey proves very timely, Calidus...
DEG
DGO
+6
Barry FitzGerald
Independent Journalist
Commodities

Resources revolution

The Australian share market has had a stellar March, returning in excess of 5%. Calendar year to date, the S&P/ASX 200 Accumulation Index is one of the only developed...
Russel Chesler
VanEck
Commodities

5 stocks that benefit from Russian sanctions

The Russian invasion of Ukraine has thrown up a plethora of issues for European and global markets. This is mainly because Russia, like Australia, is heavily endowed...
S32
+2
Emanuel Datt
Datt Capital
Commodities

Changing up a gear: Acceleration of the global transition to a low-carbon economy

There are three key drivers to the global transition to a low-carbon economy that Rick Squire from Acorn Capital has been pointing to in recent years: Social pressure,...
Rick Squire
Acorn Capital
Commodities

What commodity markets are telling us, if you know where to look

Volatility and noise in financial markets has increased markedly in the last month as a combination of geopolitical tensions and outbreak of inflationary expectations...
Mathew Kaleel
Mathew Kaleel
Janus Henderson
Commodities

Chart of the Week - Energy rotation

We here at Livewire love a chart, as does Topdown Charts' Callum Thomas. In this wire, you'll find his latest, illustrating allocations to ETFs that zero in on oil and...
Callum Thomas
Topdown Charts
Commodities

The Bitcoin halving

Tick-tock, next block. Since bitcoin was launched in 2009, the issuance cycle has been known. The bitcoin issuance cycle is quite different to equities, where...
Justin Arzadon
Betashares
Commodities

Commodities: Time to Shine

Commodities have typically performed well late in the business cycle – and during periods of global turmoil – offering a potential hedge against inflation and...
PIMCO .
PIMCO
Commodities

Chart of the Week - The real price of crude oil

This chart really helps put things into perspective, and in many respects it's perhaps one of the most important macro/market developments this year (decade?) And, uh...
Callum Thomas
Topdown Charts
Commodities

Palladium and platinum rally on Russia

As Russia’s war in Ukraine continues, investors are starting to wonder what global trade without Russia will look like. In particular, investors are wondering what...
kanish chugh
kanish chugh
Global X ETFs
Commodities

Norwegian metal-maker Norsk Hydro has a bright (and "green") future, says Antipodes

Even before a hot war broke out in Europe, commodities of all kinds were facing supply and demand challenges in what is a “perfect storm” for global energy. This...
Glenn Freeman
Livewire Markets
Commodities

Investing in nuclear energy: are we at a new dawn?

Historically, fuel consumption has been on a modest scale, but growing urbanisation has led to rising fuel consumption by households, including wood, coal, coke and...
Tal Lomnitzer
Janus Henderson
Commodities

Gold Bull(ion)

Gold mining stocks, along with the gold price, have been rising recently as inflation and political instability weigh investors’ considerations.NYSE Arca Gold Miners...
Russel Chesler
VanEck
Commodities

3 stocks to benefit from energy increases

Russia's invasion of Ukraine and the subsequent sanctions have enormously affected energy and broader commodity markets. Emmanuel Datt of Datt Capital explores three...
STO
Emanuel Datt
Datt Capital
Expert Insights

The only 3 resources stocks to pass AusEthical’s filters

The ASX is a resources heavy exchange, with materials accounting for around 25% of the ASX200. For many investors, this deep pool of companies - which draw on...
SGM
Livewire Exclusive
Livewire Markets
Commodities

Discovering value in the battery metals boom

It is impossible to ignore the trend towards electrification in society, says Datt Capital's Emanuel Datt. So in this wire, he identifies three core commodities that...
MLX
Emanuel Datt
Datt Capital
Commodities

Geopolitics, rate hikes and inflation: what’s driving gold?

Gold got off to a strong start this year, rallying by 5%, putting it close to all-time highs. While much of the world’s focus is (rightly) on Ukraine, history suggests...
Jordan Eliseo
ABC Bullion
Commodities

Investing in Hydrogen: A great opportunity or playing with dynamite?

Hydrogen is the hot topic for 2021, but the question we’re asking is whether it’s a great investment opportunity or is it like playing with explosives? The upside for...
Rick Squire
Acorn Capital
Commodities

Inflation, rate hikes and Omicron: What’s next for gold?

Gold prices have continued to trade in a narrow range in December, with the precious metal oscillating around the USD 1,800/oz price point. Assuming there’s no...
Jordan Eliseo
ABC Bullion
Commodities

It's beginning to look a lot like a nickel war

It's game on in the WA nickel sector as investors wait for Forrest and BHP to declare their hands. Plus, Sprott slaps big buy target on Centaurus, Macquarie says Boss...
BHP
BOE
+7
Barry FitzGerald
Independent Journalist
Commodities

Emmerson stonker gives investors plenty to stick in their breccia pipe

And the imminent release of a government-funded ‘discovery’ hole is expected to put the spotlight on fellow Tennant Creek explorers Inca and Greenvale. Plus, RareX...
+2
Barry FitzGerald
Independent Journalist
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