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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

Lost decades and half-centuries: gold turns 50!

I have directed Secretary Connally to suspend temporarily the convertibility of the dollar into gold or other reserve assets, except in amounts and conditions...
Jordan Eliseo
ABC Bullion
Commodities

Key commodities and our preferred exposures

In our most recent Asset Allocation Insights update (Quality Time June 9, 2021), we retained a positive stance on commodities but also expected more modest gains from...
Nathan Lim
Lonsec Holdings
Commodities

The best way to play the coming copper boom

With the signing of the Paris 2050 agreements, industrialised nations are increasingly adjusting their economies to bring about a decarbonised world, or at least are...
+1
David Haddad
Eiger Capital
Commodities

An electric case for copper

One of the most important questions facing investors is whether the disinflationary forces of the last two decades have now blown themselves out, allowing a return of...
Greig Bryson
Yarra Capital Management
Commodities

Is it too late to jump aboard the Lithium train?

Investing in lithium over recent years has been an extremely volatile ride which has seen heavyweights like Orocobre (ORE) more than double and then half over just a...
+2
James Gerrish
Market Matters
Commodities

Two stocks showing there's still plenty of fuel in the commodities supercycle tank

As iron ore prices sit at record highs of more than US$200 a tonne, the commodities supercycle is in full swing. While there are threats on the close horizon for iron...
NMT
Kristiaan Rehder
Kardinia Capital
Commodities

A high-grade Australian gold producer

Pantoro Limited is a Western Australian gold producer with the potential for near term value growth. The company has operated its 100% owned Halls Creek Gold...
PNR
Nicholas Boyd-Mathews
Eden Asset Management
Commodities

Speculators are easy to blame. But commodity markets are not the place to make bets

I’m a few days late in tipping my hat to Bob Dylan’s 80th. But he has a line to suit most occasions and this week it’s Ballad of a Thin Man’s ‘something is happening...
Tom Stevenson
Fidelity International
Commodities

Metals X and the case for a tin bull market

Tin is a metal critical to maintaining a modern lifestyle. Tin is used extensively in solder for critical electronic components such as circuit boards for the machines...
MLX
Emanuel Datt
Datt Capital
Commodities

Why copper prices are at all-time highs

I could start this article establishing the vital role copper has played in civilisation since its discovery in the Neolithic era nearly 10,000 years ago, but suffice...
Tal Lomnitzer
Janus Henderson
Commodities

Double-digit yields are on the horizon

In Australia, citizens are embracing the new ‘COVID-normal,’ and this is synonymous with the economic recovery experienced across our largest sectors. The banks and...
BHP
+4
Livewire Exclusive
Livewire Markets
Commodities

A green light for electric vehicles

The transition to a clean energy future is gathering pace and requires trillions of dollars of investment in the decade ahead. Bloomberg NEF estimates that US$500...
Nick Varcoe
Nick Varcoe
Paradice Investment Management
Commodities

Are we in a commodities supercycle?

There’s nothing like a big round number to concentrate the mind. Investors, in particular, have a tendency to get excited about arbitrary price points with an...
Tom Stevenson
Fidelity International
Commodities

Who is correct, iron ore or BHP, RIO?

The iron ore price continues to post fresh multi-year highs belying the many doubters who have been calling a top for the bulk commodity basically since I can...
James Gerrish
Market Matters
Commodities

The best exposure to a carbon-free future

The inevitable march away from fossil fuels towards low- or no-carbon alternatives will bring about many changes in the world, but perhaps no sector of the economy...
Patrick Poke
A Rich Life
Commodities

How to profit from the boom in batteries

Lithium-ion battery demand will increase more than ten-fold over the decade to 2029, says Roskill Information Services. This will inevitably lift prices for the...
Roger Montgomery
Montgomery Investment Management
Rapid Fire

Boom! Goes the commodities cycle

The global economy is firing up, inflation is on the rise, and over US$30 trillion will need to be spent on decarbonizing the grid in the coming years, if we’re to...
BOE
FMG
+8
Patrick Poke
A Rich Life
Commodities

Commodity super-cycle hype: Copper edition

Predictions of a new commodity supercycle have ramped up in recent months. But I disagree. Many commodity prices are at super-cycle levels; the volumes are not. And...
Damien Klassen
Nucleus Wealth
Commodities

Are we at the start of another commodities supercycle?

Many Australian investors look back at the last great commodities supercycle with fond memories. The likes of Fortescue Metals, Papillon Resources, and Equinox...
FMG
Patrick Poke
A Rich Life
Commodities

The commodities supercycle: is it time to follow the trend?

For the first time in many years, the words “commodity” and “supercycle” are being used in the same sentence. In this article, we will review the recent moves higher...
Mathew Kaleel
Mathew Kaleel
Janus Henderson
Commodities

3 uranium bulls ready to charge

The last 24-hours have seen uranium miner Paladin Energy (PDN) take advantage of a great rally over the last 3-months to raise almost $220m at 37c, an almost 19%...
BOE
PDN
James Gerrish
Market Matters
Expert Insights

6 ways to find miners with sustainable growth prospects

Finding commodity companies that can outperform in any market environment is difficult. This is especially true in an ageing bull market with ferocious competition for...
Livewire Exclusive
Livewire Markets
Commodities

Commodities are in a bullish supercycle now

The ongoing global pandemic caused by the COVID-19 virus has led market participants to re-evaluate their portfolios and market strategies, especially as global equity...
Jon Deane
Jon Deane
Trovio
Commodities

Mining: Short-term Blip or Structural Boom? With David Radclyffe | Webinar & Podcast

Nucleus Wealth's Head of Investments Damien Klassen, Head of Advice Tim Fuller and Managing Director of Global Mining Research, David Radclyffe, investigate if Mining...
Damien Klassen
Nucleus Wealth
Commodities

Just how big will the iron ore miners’ dividends be?

Reporting season in Australia kicks off very shortly and this (as always) will be important to the market’s future fortunes. One theme that seems very obvious is that...
BHP
FMG
RIO
+1
James Gerrish
Market Matters
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