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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

Bargain hunters galore in this resources market!

Geologist, James Cooper uncovers data showing historical value in mining stocks... a perfect time for investors to get on board!
James Cooper
Fat Tail Investment Research
Commodities

The lithium dilemma: bright horizons or dark clouds ahead?

Lithium market faces supply challenges beyond 2030. Brazil's Araçuaí Pegmatite District emerges as a potential game-changer for investors..
+5
Dylan Kelly
Terra Capital
Commodities

Crude oil at US$100 by Christmas? Strategists are split on whether this rally will continue

It won't be a happy Christmas for motorists if Goldman Sachs' predictions turn out to be true.
Hans Lee
Livewire Markets
Commodities

Smart money eyeing near-term gold producers in hope of 2024 bullion breakout

Spartan and Astral among those attracting attention; Plus, Boss chief says uranium price has to rise much further to encourage new supply.
BOE
+4
Barry FitzGerald
Independent Journalist
Commodities

Why the uranium bulls are finally right

Forager Funds CIO Steve Johnson reveals why this time, the uranium bulls are finally right
Steve Johnson
Forager
Commodities

Why this fundie is overweight lithium, underweight iron ore

The ever-changing world of natural resources doesn't mean you have to be chop and change your portfolios as well.
BHP
FMG
PLS
+9
Hans Lee
Livewire Markets
Commodities

Lithium sector awash with bluff ’n bluster as billionaires jostle for position

By contrast, Beament’s offer for Essential is a drama-free push to make action. Plus, Ausgold's 3Moz project advances and uranium soars.
AUC
BOE
+9
Barry FitzGerald
Independent Journalist
Commodities

Will Technology Curb Demand for Copper?

Geologist James Cooper looks at AI and algorithms in exploration... Will this make new discovery easy? If so, should we expect more supply?
James Cooper
Fat Tail Investment Research
Commodities

Liontown shares soar as Albemarle upsizes bid to $3.00 a share

Liontown is taking Albemarle's fourth takeover bid of $3.00 per share rather seriously this time.
AKE
CHN
CXO
+6
Kerry Sun
Livewire Markets
Commodities

Chalice Mining: From green metals darling to a scoping study disaster

Recapping how Chalice's highly anticipated scoping study went so wrong (and triggered an almost 40% selloff since Wednesday).
CHN
+1
Kerry Sun
Livewire Markets
Commodities

Chase the AI Boom Higher or Invest in Commodities?

Geologist James Cooper offers his take on the deep value in the resource sector and why it offers extraordinary opportunities for investors
James Cooper
Fat Tail Investment Research
Commodities

3 reasons why we are bearish on iron ore

China accounts for over 50% of global iron ore demand, with 55% of Chinese iron ore demand coming from the construction sector
Chris Watling
Longview Economics
Commodities

3 interesting takeaways from BHP’s full-year results

Beyond the numbers, what can we learn from one of the world's largest miners FY23 results?
BHP
FMG
IGO
+3
Kerry Sun
Livewire Markets
Commodities

Why gold miners shouldn’t be judged on earnings but on this metric instead

Forecasting earnings for gold miners is akin to staring into a crystal ball. But you can predict something else.
Arian Neiron
VanEck
Commodities

Have the bears finally got it right on China?

Former exploration geologist James Cooper challenges the one way traffic on bearish China sentiment and offers a different view
BHP
James Cooper
Fat Tail Investment Research
Commodities

Why rare earth elements are set to boom

The properties of rare earths have made them essential in over 200 applications and products. So what are they and why will demand increase?
+3
kanish chugh
kanish chugh
Global X ETFs
Reporting Season

3 catalysts that could put some heat into the unloved gold sector

Gold is out of favour but there are good reasons to believe the outlook is improving according to Evolution's Jake Klein.
James Marlay
Livewire Markets
Commodities

Gross Mineral Product (GMP) as a tool for sizing the global critical minerals economy

I went to a conference on critical minerals. I saw consultants. Oh dear, it is time to put some facts on the table with critical minerals.
BHP
RIO
Kingsley Jones
Jevons Global
Commodities

Why now may be a good time to invest in commodities

Commodities stand to benefit from underinvestment and the clean energy transition
PIMCO .
PIMCO
Commodities

Are commodities really a good recession hedge?

An academic has tested the view that investing in gold, silver, copper and other commodities can protect portfolios in a downturn.
AKE
BHP
DEG
+5
Glenn Freeman
Livewire Markets
Commodities

What makes for the best commodity companies?

Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, knows what it takes to be a long-term leader in the commodities arena.
BHP
PLS
+10
Chris Conway
Livewire Markets
Commodities

Sneak peek: An emerging food crisis and how to play it

Geologist, James Cooper details why food commodities could become a major theme in the years ahead and outlines the best way to play it.
BHP
James Cooper
Fat Tail Investment Research
Commodities

Commodity spotlight series - Lithium

For our inaugural issue of the Commodity Spotlight Series, we highlight the key features that make some lithium projects better than others
AKE
CXO
+5
Rick Squire
Acorn Capital
Commodities

An inconvenient truth…there’s not enough critical metals to reach net zero

Geologist James Cooper details why the supply of critical minerals will be the Achilles heel in reaching net zero.
+2
James Cooper
Fat Tail Investment Research
Commodities

A site visit with a difference

There’s a scene in the movie ‘Journey to the Centre of the Earth’ (the original 1959 film adaptation of Jules Verne’s classic 19th century sci-fi novel starring James...
David Haddad
Eiger Capital
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