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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

Where to find the next-generation of ASX lithium stocks (and two examples)

Wilsons’ Senior Metals & Mining Equity Analyst Sam Catalano talks the state of play for lithium stocks and undervalued Africa-based plays.
A4N
AKE
+3
Kerry Sun
Livewire Markets
Commodities

Is this as good as it gets for iron ore?

Are the global dynamics changing for iron ore? In this wire, we explore some of the issues, now and into the future.
BHP
+1
Chris Conway
Livewire Markets
Commodities

3 commodity plays among UBS's top China picks

The electric vehicle theme underpins the investment bank's preferences, which persists despite the nation's underwhelming reopening rebound.
Glenn Freeman
Livewire Markets
Commodities

Car manufacturers in the fight for their life to secure raw materials

Former exploration geologist, turned mining analyst James Cooper outlines the problems facing the 'smooth' transition to renewables.
IGO
James Cooper
Fat Tail Investment Research
Commodities

2023…Sitting in the Eye of the Inflationary Storm (Part Two)

Yes, the world needs to end its reliance on fossil fuels, but we still live in an oil economy.
James Cooper
Fat Tail Investment Research
Commodities

5 prevailing tailwinds supporting commodities

This wire discusses why we believe that investors who see through negativity around commodity prices will be rewarded in the long-term.
+2
Matthew Langsford
Terra Capital
Commodities

How to play the commodity supercycle, according to Longview Economics

Brad Waddington and Longview Economics provide their insight into the commodity super-cycle, and how to value some of its major components
William Heine
Livewire Markets
Commodities

2023…Sitting in the Eye of the Inflationary Storm (Part One)

The inflation problem is far from over. With energy shocks on the horizon, 2023 may simply be the eye of a longer-term inflationary storm.
James Cooper
Fat Tail Investment Research
Commodities

Why Citi believes oil bulls may be left disappointed

Citi’s veteran energy analyst Ed Morse believes there isn’t more good news coming for crude oil investors.
STO
Hans Lee
Livewire Markets
Commodities

Everything you need to know about the Allkem and Livent merger

From key transaction details to the potential bump for Allkem's valuation. Here's everything you need to know about the $10bn merger.
AKE
IGO
+1
Kerry Sun
Livewire Markets
Commodities

Morgan Stanley says lithium prices have bottomed and expects supply to stay tight in 2023

Morgan Stanley observes improving sentiment, a decline in midstream inventories and disappointing supply growth for lithium markets.
AKE
IGO
+3
Kerry Sun
Livewire Markets
Commodities

Does Chile’s lithium plan fall short of “nationalisation”?

On April 20, Chile’s President Gabriel Boric said he would move forward with plans to nationalise the country’s lithium industry.1 On the surface, Boric’s announcement...
Blair Hannon
Blair Hannon
Global X ETFs
Commodities

Lithium developers... Brace yourself for the recovery

Geologist, James Cooper, offers his take on why developers could be entering a Goldilocks period as the lithium sector braces for a recovery
BHP
+6
James Cooper
Fat Tail Investment Research
Commodities

Structure your portfolio for a fierce bidding war among the major miners

Underinvestment in new projects signals a bidding war amongst the world's largest mining firms as they look to replace depleting reserves
BHP
RIO
James Cooper
Fat Tail Investment Research
Commodities

5 ASX miners Morgan Stanley believes are undervalued

With Aussie miners' March quarter production reports imminent, Morgan Stanley provides a preview
AKE
AWC
S32
+2
Glenn Freeman
Livewire Markets
Commodities

Europe’s failure to secure critical metal supplies: Two strategies to play it

Former exploration geologist, James Cooper, details how you can capatalise on Europes desperate need for alternative critical metal supplies
James Cooper
Fat Tail Investment Research
Commodities

Australia’s energy transition – An epic clown show

Building renewable energy infrastructure is much more energy intensive than most people think. And we'll all end up paying the price.
Greg Canavan
Fat Tail Investment Research
Commodities

How to invest for the emerging copper boom

As a former geologist hunting for copper deposits in Australia and Africa James Cooper details how you can capitalise on the coming boom
BHP
+1
James Cooper
Fat Tail Investment Research
Commodities

Investing in graphite: A comprehensive guide for ASX investors

A deep dive into graphite markets as well as key ASX-listed graphite companies to watch.
+8
Kerry Sun
Livewire Markets
Commodities

The many facets of gold: Hedging, inflation and interest rates

Gold can be a challenging asset class for investors. Ausbil’s Global Resources Team talks through the different facets of gold, and why it is an interesting...
James Stewart
Ausbil
Commodities

What matters in uranium? 3 critical trends

Major investment in power production is required to meet our climate goals. As a result, demand for uranium is projected to grow strongly.
BOE
PDN
+2
Patrick Poke
Patrick Poke
Betashares
Commodities

Don't fight the Fed: The case for Gold

With Central Banks' purchases of the precious metal in 2022 the highest on record, the case for Gold remains for 2023.
+1
Arian Neiron
VanEck
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
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