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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

Tesla Battery Day - 5 Key Takeaways

Early Wednesday morning Tesla held its annual general meeting and its much awaited “Battery Day,” with Elon Musk presenting to an audience sitting in Tesla vehicles...
David Franklyn
Argonaut Funds Management
The Rules of Investing

Did Buffett really change his mind on gold?

Headlines in recent weeks have touted an about-turn by Warren Buffett as he finally bought gold after years of criticising. But is that really what happened? In this...
The Rules of Investing
Livewire Markets
Commodities

Strike While the Iron Ore is Hot

Iron ore, the bulk commodity that underpins the Australian economy, has continued to power along largely undisrupted despite the global economic uncertainty from...
FMG
+1
Joshua Baker
Buy Hold Sell

Digging for gems in the commodities market

At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&P/ASX Metals & Mining Index has advanced 7%...
Buy Hold Sell
Livewire Markets
Commodities

The Winds of Change – High Conviction investing in the Australian Resources Sector

The “Winds of Change” are the long term trends and transitions gradually changing the world in which we live. They reflect the inevitable march of progress as the...
David Franklyn
Argonaut Funds Management
Commodities

Gold prices could double from here

There are few advantages to getting older. But one undeniable plus is the perspective it provides. This is particularly important for investors because while market...
Tom Stevenson
Fidelity International
Commodities

Silver surges as gold hits all-time high in USD

The USD gold price hit record highs in July, trading above USD 1,960 per troy ounce. Silver also rallied strongly, up by more than 30% for the month. Declining real...
Jordan Eliseo
ABC Bullion
Commodities

The Rise of Restoration: A focus on oil and gas abandonment

As the global petroleum industry matures, an increasing number of projects are fast approaching their end of productive lives. In Australia currently, the...
BPT
OSH
STO
+1
Stefan Hansen
Stefan Hansen
Tyndall AM
Commodities

Why oil will outperform iron ore

Even with the bounce of more than 100% from March lows to USD43/bbl, oil prices reflect a more realistic view of the difficulty restoring economic activity to...
AWC
+4
Benjamin Goodwin
Merlon Capital
Commodities

Are record inflows into gold ETPs a problem for precious metals bulls?

Summary Gold prices recently topped USD 1,800 per ounce, with the metal matching its highest ever quarterly close in USD in June. Gold exchange traded products...
Jordan Eliseo
ABC Bullion
Commodities

Don’t fight the Fed, buy commodities instead

Soon after COVID-19 lockdowns were announced, central banks injected trillions of dollars of money supply into economies. This, combined with huge rescue packages from...
DEG
IGO
+9
The Rules of Investing
Livewire Markets
Commodities

Winners and losers from the falling oil price

While oil has had nine major downturns in the past 35 years, the latest has been nothing short of spectacular. COVID-19 and the ensuing lockdown measures to control it...
Daniel Sullivan
Janus Henderson
Commodities

Where to next for gold?

Over the past five years, the price of gold in Australian Dollars is up 58%; an impressive feat for an asset that produces no cashflows and has no credit risk....
Patrick Poke
A Rich Life
Commodities

Economic freeze sends US oil price sub-zero

While reviewing the overnight market on the 21st of April 2020, no doubt we were not alone in taking a moment or two to comprehend the number we saw. West Texas...
Stefan Hansen
Stefan Hansen
Tyndall AM
Commodities

Three out-of-the-box investment ideas

With equity markets gyrating wildly and bond prices at record lows, many investors are looking for alternatives. Resources offer returns that are uncorrelated with...
Patrick Poke
A Rich Life
Commodities

What just happened in the oil market?

20th April 2020 marked another historic market move that has never been seen in our lifetimes – a major global oil benchmark trading negatively. While lesser known...
Mathew Kaleel
Mathew Kaleel
Janus Henderson
Commodities

Cashing in on a crisis: Understanding, Overcoming and Profiting from 2020 and Beyond

While fully aware that very few commentators offering their opinion on the health and financial implications of COVID-19 are actually epidemiologists, GP’s and/or...
Michael Goldberg
Collins St Value Fund
Commodities

Oil ETFs, Contango and negative oil prices

You will probably have seen in the news yesterday morning (21st April 2020), that U.S. oil futures prices were negative. This is based off the May WTI Crude futures...
Alistair Mills
Alistair Mills
Betashares
Commodities

Investors are queuing up to buy this one asset

Gold, and precious metals in general, are well and truly back in vogue. As a defensive asset class, but more importantly, as an asset to hedge against the impact from...
Jon Deane
Jon Deane
Trovio
Commodities

The Easter egg for your investments (but better for your waistline)

Gold has grabbed headlines during the COVID-19 situation, as investors have raced to safe-haven assets. While gold is valued as a hedge against short term volatility,...
Global X ETFs
Global X ETFs
Commodities

Where to next for gold?

Q1 2020 was another positive one for gold, with the price rising by 4% in USD terms. The rally, which saw the gold price end March 2020 just below USD 1,600 per troy...
Jordan Eliseo
ABC Bullion
Commodities

Are resources safe in this environment?

2020 has certainly not started the way anyone would have hoped for, and we sincerely hope that you and your loved ones are safe and healthy. From what initially...
BHP
FMG
+1
Stephane Andre
Alphinity Investment Management
Commodities

Playing Russian roulette with oil prices

Prior to the OPEC’s meeting with Russia on 6 March 2020, hopes were high that the endorsement of the proposed deeper production cuts of 1.5mbpd, on top of the ~2mbpd...
OSH
BRAD Potter
Tyndall AM
Commodities

Gold: The most effective hedge against equity weakness

Despite the sharp correction in precious metal prices last Friday, it has been a strong start to 2020 for gold, with the yellow metal rising by 12.99% in AUD terms,...
Jordan Eliseo
ABC Bullion
Commodities

Gold - the investment vaccine to coronavirus?

The rapid global spread of COVID-19 (coronavirus) has seen many investors incorporate gold into their portfolios. Gold is one of the best-known hedges against...
Global X ETFs
Global X ETFs
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