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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 biggest resources themes in 2022

Our team enters its fourth decade in natural resources management in a state of great anticipation. We are seeing companies busily writing 25-year growth contracts....
Daniel Sullivan
Janus Henderson
Commodities

The Plenitude Powerhouse

We are a global long-short fund manager, and in respect of both the long and the short side of the portfolio we are looking at business fundamentals and a catalyst...
Nick Dekker
Nick Dekker
Fiftyone Capital
Commodities

Coda taps investor appetite for junior copper plays with organic growth potential

Plus, Red 5 eyes re-rating as first gold production draws near and Firefinch is a hot bird in demand with lithium feasibility study imminent. The copper price is...
FFX
+5
Barry FitzGerald
Independent Journalist
Commodities

Natural gas in demand as Europe’s winter looms large

As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber. For the sector, a...
Alison Savas
Antipodes
Commodities

Harmanis back in leverage land as Talisman eyes a ‘very big 2022’

Kerry Harmanis, best known for his discovery of the high-grade Cosmos nickel discovery (which sold for a cool $3.1 billion) is at it again. And this time, he’s excited...
29M
AMI
+6
Barry FitzGerald
Independent Journalist
Commodities

Gold-ilocks zone

Gold is in a sweet spot; in our view, this could be an opportune time to invest into those companies that benefit from the rising gold price, its miners. Gold prices...
Arian Neiron
VanEck
Commodities

Gold juniors beginning to bask in bullion’s brighter glow

Left behind for much of the year while battery metals soared to new heights, the gold juniors are back in town, with prices punching back through $US1,800/oz in...
BGL
+2
Barry FitzGerald
Independent Journalist
Commodities

Liontown will be cash city, says Goyder, as he commits to development journey

The way newly minted billionaire mining investor Tim Goyder puts it, every man and his dog has been in his ear over the past two years saying his 17%-owned Liontown...
CHN
+1
Barry FitzGerald
Independent Journalist
Commodities

Monthly Market Insights, Review of October 2021

Following a weak September, equities performed strongly during October with the S&P 500 up 6.9% for the month, the Dow Jones gaining 5.8%, the FTSE 100 up by 2.1%...
Nicholas Boyd-Mathews
Eden Asset Management
Commodities

Risks for EVs equal opportunities for the miners

For those considering investing in EVs, short of buying Tesla stock, it’s lithium that grabs the spotlight. But it’s much more than that. IIn part one of our EV...
RIO
Glenn Freeman
Livewire Markets
Commodities

Soaring EV demand suggests nickel poised to play catch-up to lithium

Booming demand for lithium, in response to the accelerating electric vehicle uptake, has been working wonders on the market caps of ASX-listed lithium stocks. The...
BHP
IGO
+3
Barry FitzGerald
Independent Journalist
Commodities

Uranium takes the spotlight as COP26 and the energy crisis collide

World leaders will soon be heading to Glasgow for the United Nation’s Climate Conference, otherwise known as COP26. There is an expectation that the role of nuclear...
BHP
BOE
HCH
+3
Barry FitzGerald
Independent Journalist
Commodities

The clean energy transition

The global transition to a low-carbon economy is creating a new breed of mid and large cap companies in the Resources & Energy sectors. Unlike the 2000-2014 resources...
Rick Squire
Acorn Capital
The Rules of Investing

Everything you need to know about uranium

Uranium is one of the hottest commodities in the world right now, with most equities rallying by multiples over the last year. But what's all the fuss about? I...
BOE
+6
The Rules of Investing
Livewire Markets
Commodities

Rising inflation not just a blip, warns Costello

Plus, Chalice prepares to drill for repeats of its rich Gonneville deposit, De Grey Chairman Simon Lill leads float of new WA nickel explorer Nimy and Breaker says...
CHN
DEG
+1
Barry FitzGerald
Independent Journalist
The Rules of Investing

Uranium: The bull market everybody’s talking about

Three years ago, uranium was 'The bull market nobody was talking about', as I wrote in my earlier wire. But in 2021, it's finally caught the attention of investors....
BOE
+6
Patrick Poke
A Rich Life
Commodities

How Australia can produce green steel

Australia’s natural resources, most notably in the north west, could see us at the forefront of global “green steel” production. Fortescue Metals (FMG), BHP and Rio...
Nick Pashias
Antares Equities
Commodities

Lithium market ‘desperately short’, says bullish Brinsden

Pilbara Minerals chief eyes another spot sale as he ramps up second plant. Plus, Sunstone soars on ‘major’ gold-copper find and St Barbara spurned in offer for...
FMG
+5
Barry FitzGerald
Independent Journalist
Commodities

Commodities – super cycle or just good sense?

Commodities have faced a protracted period of uncertainty since the global financial crisis. But with multiple structural tailwinds and the risk of inflation making...
Mathew Kaleel
Mathew Kaleel
Janus Henderson
Commodities

Longer-term appeal of copper stocks just increased thanks to September sell-off

Plus, first assays for Sunstone’s porphyry play should be close, runaway mineral sands prices a big tailwind for Strandline and Chris Cairns’ new gold float E79 shakes...
+2
Barry FitzGerald
Independent Journalist
Commodities

Location Location Location - Kin Mining

Kin Mining listed on the ASX in 2013 with several prospective tenure packages south and east of Leonora. In late 2014 Kin secured the Cardinia Gold Project (CGP) from...
Nicholas Boyd-Mathews
Eden Asset Management
Commodities

The Sandfire Spanish Acquisition

It’s Tempranillo all round, as El Simich solves miner’s big problema with purchase of long-life copper asset on attractive terms. Sandfire (SFR) has had a problem ever...
RIO
S32
+1
Barry FitzGerald
Independent Journalist
Commodities

Brinsden rides BMX to a record, Ioneer secures a quality partner deal as lithium shortage hits home

Plus, Boss positioning to be the first cab off the uranium rank and Kingston prepares to finish DFS on 2.5Moz Misima. It has been a champagne week for the ASX-listed...
BOE
INR
+1
Barry FitzGerald
Independent Journalist
Commodities

Where's iron ore headed from here?

Here we are once more in the teeth of the great "super-cycle" debate as iron ore probes daily new lows in the reach for a China-Crisis clearing price. This is my first...
BHP
FMG
+3
Kingsley Jones
Jevons Global
Commodities

Buzz building around imminent drilling campaigns for NT copper monsters

A bunch of juniors are about to follow-up a test hole drilled by Geoscience Australia, which revealed strong potential for IOCG copper-gold deposits near Tennant...
BHP
+2
Barry FitzGerald
Independent Journalist
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