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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

Alkane Resources - A Boda-cious update

Alkane yesterday confirmed another strike of 689 metres @ 0.46g/t gold, 0.19% copper from 402 metres depth from the Boda prospect, stepping out a further 100 metres to...
AQX
BHP
+2
Emanuel Datt
Datt Capital
Commodities

The six big trends in global agriculture

The agricultural sector undoubtedly has its challenges; the impact of drought, waste, plastics, energy sourcing, labour, over-processing and methane emissions just to...
Tim Gerrard
Tim Gerrard
Janus Henderson
Commodities

Our most critical exports are under fire

Over the last two years, one of the biggest factors driving financial markets globally has been the US-China trade war. Nowhere has this effect been more pronounced...
Benjamin Goodwin
Merlon Capital
Commodities

3 key themes to shape resources in 2020

Whenever we speak to investors and companies, the acceleration of importance, acceptance and policy around environment, social and governance (ESG) issues has become a...
Daniel Sullivan
Janus Henderson
Commodities

New Zealand Primary Sector

In a previous life I once tried to explain to a horrified client of an Australian fund why the fund didn't own many mining companies when the market there was booming....
Stephen Bennie
Castle Point Funds
Commodities

Should we take the money or buy yet more resources? (NWH, BSL, FMG, S32, WHC, SFR)

We have recently moved fairly aggressively long the resources stocks with a 24% direct holding not including gold, hence the obvious question after moves like...
AWC
BHP
FMG
+7
James Gerrish
Market Matters
Commodities

Palladium soaring: the quiet precious metal

In notes to our clients we've talked a couple of times about gold, and touched on silver and platinum which are all members of the precious metals family. The...
Josh Terlich
Josh Terlich
Mason Stevens
Commodities

Opportunities in energy?

With close to 20% of our portfolio exposed to the energy sector, this has been by far our largest performance detractor over the last year. Over the past 10 years, the...
OSH
Simon Mawhinney
Allan Gray
Commodities

The ASX stocks to benefit from the battery minerals rebound

When ‘growth’ stocks go out of favour and stop attracting a premium, there’s often a large valuation gap that must be crossed before they begin to look attractive as...
IGO
INR
+7
Patrick Poke
A Rich Life
Commodities

Recharging the battery minerals boom

Two years ago battery minerals, and in particular, lithium, were all the rage. Orocobre and Galaxy Resources were up ~5x and ~37x respectively in a few years, and it...
BHP
+4
Patrick Poke
A Rich Life
Commodities

Uranium - WNA Symposium Podcast

Listen hereIn this episode, Marcelo López spoke to Brandon Munro, CEO of Bannerman Resources, a listed company on the Australian Stock Exchange, ASX, focused on...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Commodities

Uranium - Bulls get Ready

As uranium bulls, we are getting excited for the last few months of 2019 - which could see the uranium price appreciate materially. We are expecting the spot price of...
Scott Williams
Fiftyone Capital
Commodities

Will the world slip up on oil again?

World oil prices have spiked since last week following weekend drone attacks on oil production in Saudi Arabia. This has naturally raised questions about the threat to...
OSH
Shane Oliver
AMP
Commodities

Is rust forming on the Iron Giant?

In January 2019, the Vale-owned Brumadinho dam collapsed. This tragic event claimed the lives of more than 250 Brazilians. It was the second collapse in three years...
BHP
Stefan Hansen
Stefan Hansen
Tyndall AM
Commodities

MMT could spark a new bull cycle in gold

The year is 2003 and a long argument has ensued over gold and inflation. Gold is trading at $US370 an ounce, having recently traded at lows of $US250. I am locked in a...
Chad Slater
Chad Slater
Ellerston Capital
Commodities

Has the gold rally run too far?

Gold has played out better than we expected on the LONG side. We closed our LONG earlier this year (April), having been in the trade since September last year. It’s...
Chris Watling
Longview Economics
Commodities

A golden opportunity for Australian investors

Gold investors globally have been cheering in recent months as the USD gold price hit prices not seen since 2013. But for Australian producers and investors, the story...
AQG
SBM
Patrick Poke
A Rich Life
Commodities

What is in store for a two-speed mining market?

Headline performance of miners since 2016 has been sterling. The ASX100 Resources and Small Resources have both posted strong gains, with capital returns of 2x from...
Hedley Widdup
Lion Selection Group
Commodities

A golden opportunity or fool’s gold?

Small cap gold stocks have had a remarkable run over the past 5 years, fuelled by rising production, a high gold price, and strong levels of cash generation. However...
DCN
+21
Matt Griffin
Maple-Brown Abbott
Commodities

Uranium podcast with Marcelo Lopez and Alex Molyneux

L2 Capital PodcastAlex has already held various executive positions in companies in the sector, as he himself explains. So, he is able to have a deeper technical...
Marcelo Lopez
Marcelo Lopez
L2 Capital Partners
Expert Insights

Catching up on the global trend in renewables

The Clean Energy Council recently reported that renewable power output in Australia has doubled over the past 12 months . Despite this remarkable surge, we have a long...
Livewire Exclusive
Livewire Markets
Commodities

Why 2019 could be uranium’s break out year

The spot price of uranium is up 33% this year, ending a 7-year bear market, although it remains below the cost of production for close to half the world’s production...
PDN
Matt Griffin
Maple-Brown Abbott
Commodities

8 reasons lithium markets will stay tight

To meet the stated requirements of electric vehicle manufacturers, lithium production must grow from current levels of 300,000 tonnes to two million tonnes by 2030....
ORE
Tim Hannon
Tim Hannon
Conrad Capital Group
Commodities

A good year ahead for resources

We have argued the case for an exposure to the resources sector for over 12 months. Despite the excellent performance of the sector over this period, we continue to...
IGO
ORE
Tim Hannon
Tim Hannon
Conrad Capital Group
Commodities

The mining recovery: Myth or reality?

Commodity prices have surged in recent months, and resource stocks have followed. Has the last pocket of value in the market been discovered, or is this rally...
BHP
RIO
Livewire Exclusive
Livewire Markets
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