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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

Iron Ore: A concise guide for ASX investors

A deep dive into iron ore supply and demand, price drivers, outlook and key ASX-listed companies.
BHP
+6
Kerry Sun
Livewire Markets
Commodities

The commodities rally: A new supercycle?

Commodities have surged recently despite global recession forebodings. Tribeca’s Ben Cleary shares his short and long-term views.
+1
Chris Conway
Livewire Markets
Rapid Fire

Gaining exposure to a commodity with a strong outlook is only half the challenge

Commodities carried the market last year, at least for a time. Here's how to play the space in 2023.
BHP
David Thornton
Livewire Markets
Commodities

The four mining companies Goldman Sachs calls an ESG buy (including one Aussie stock)

The traditionally emissions-heavy sector is working to make sustainable change and Goldman Sachs believes it’s time to recognise this.
+1
Sara Allen
Livewire Markets
Commodities

The Transitional 10: Critical metals of clean energy

With the rapid adoption of clean technologies, we take a look at ten disruptive minerals and materials core to this transition.
Blair Hannon
Blair Hannon
Global X ETFs Australia
Commodities

Newmont attempts to buy Newcrest. Are Northern Star and Evolution Mining next?

Nothing gets the markets all juiced up quite like a takeover offer. But can Newcrest's good news flow through to the other major players?
+4
Hans Lee
Livewire Markets
Commodities

Lithium prices remain buoyant. Here are Macquarie's preferred picks

Lithium stocks have bounced from November lows, we break down Macquarie's latest research, their preferred picks and why.
AKE
LTR
+3
Kerry Sun
Livewire Markets
Commodities

The evolving gold market dynamics & why Newcrest is in demand

Gold and gold equities are viewed as a safe haven. As a result they typically exhibit a low correlation to global equities which is particularly true during drawdowns...
Alison Savas
Alison Savas
Antipodes
Commodities

Commodity predictions for 2023 – Part Two

Former exploration geologist, James Cooper, suggests energy and small-cap explorers will be the two big themes to watch out for in 2023
James Cooper
Fat Tail Investment Research
Commodities

Why we will vote against the BHP offer for Oz Minerals

A rally in global copper stocks makes the BHP offer for Oz Minerals look inadequate.
29M
BHP
+2
David Franklyn
Argonaut Funds Management
Commodities

The three reasons behind the gold rally

Gold prices are near all-time highs while shares and bonds have struggled. Global X's David Tuckwell explores the reasons why.
David Tuckwell
David Tuckwell
Global X ETFs
Commodities

Commodity predictions for 2023 – Part One

Former exploration geologist, James Cooper, explains what's ahead in 2023 for mining, plus one mineral that's set to follow lithium's surge
James Cooper
Fat Tail Investment Research
Outlook Series

Two big resources opportunities for 2023 (and one less so)

2022 was a poor year for equities - unless you played your cards right in the resources sector. So what will 2023 bring?
+7
Daniel Sullivan
Janus Henderson
Commodities

What a 2023 recession could mean for commodities investors

Citi and Morgan Stanley are both out with their 2023 commodities outlook pieces. I read through all 200+ pages of it so you don't have to.
AKE
BHP
+9
Hans Lee
Livewire Markets
Commodities

Chart of the Week - Low Energy Investment

Energy CapEx — Renewables vs Oil & Gas: This is an interesting chart with respect to commodity markets, energy security, and the energy transition …perhaps some of...
Callum Thomas
Topdown Charts
Commodities

Lithium demand is going 30x, and Macquarie reckon these 6 stocks are in the hot seat

What do you get when you mix a megatrend, eye-watering demand and constrained supply?  Lithium.  The International Energy Agency (IEA) has crunched the numbers on...
AKE
IGO
+3
David Thornton
Livewire Markets
Commodities

The future of global energy markets

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...
Benjamin Goodwin
Merlon Capital
Commodities

Don't let the macro outweigh the micro: How a commodities fundie picks his winners

Macro narratives are powerful things. They foment fear in bear markets and fuel confidence in bull markets. But narratives also do their best to mask opportunities. ...
AKE
CXO
PLS
David Thornton
Livewire Markets
The Rules of Investing

Luke Smith: This commodity will grow 10x in 10 years

It’s been a crazy year for virtually every asset class. Commodities have been particularly interesting, though, because earlier this year, when most everything was...
The Rules of Investing
Livewire Markets
Commodities

Where to from here for energy stocks?

Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...
ALD
STO
+3
Benjamin Goodwin
Merlon Capital
Commodities

Why this is the first energy transition in history to deliver higher prices

‘A good part of the capital which had so lavishly employed in the import trade, they are gradually diverting into that safer and infinitely more productive channel...
ORG
Greg Canavan
Fat Tail Investment Research
Commodities

Lack of clarity on Chinese stimulus to hurt Aussie iron ore miners

Continued steel and iron ore uncertainty China’s National Congress was held last month, and we have been following this closely to understand the implications for...
Michael Slack
ClearBridge Investments
Commodities

The great copper panic

Both Wood Mackenzie and S&P have released separate reports claiming a massive copper shortage. After Wood Mackenzie’s report last week, headlines like this appeared:...
Damien Klassen
Nucleus Wealth
Commodities

Aussie miners, through the eyes of 3 brokers and a fund manager

A mainstay of the Australian economy, the commodities sector soared in the first half of 2022. But the ASX 200 Materials index has since pulled back, currently down...
AKE
BHP
+14
Glenn Freeman
Livewire Markets
Commodities

Lithium prices hit record as China shores up supplies

Plus, Strandline set for first cashflow at WA mineral sands project, marked-down AuTECO labelled ‘one of the most exciting junior gold explorers on the ASX’ and Cameco...
BOE
+2
Barry FitzGerald
Independent Journalist
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