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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

Textbook correction for gold as markets melt up

Precious metal prices dropped sharply toward the end of November, with the USD price of gold falling by more than 6% across the month. This was spurred by investor...
Jordan Eliseo
ABC Bullion
Commodities

Why we're bullish on lithium

This quarter we wanted to focus on the significant medium-term opportunity around raw materials for Electric Vehicles (EVs), and particularly...
INR
+2
James Stewart
Ausbil
Commodities

Is bitcoin delivering on its promise?

2017 saw an extraordinary surge in the price of a Bitcoin. After beginning the year at around $1,000, the world’s first cryptocurrency reached prices of close to...
Tim Kelley
Montgomery Investment Management
Commodities

One sector in remarkably good shape

The clock is ticking down to the end of 2020 and for most, it can’t come quick enough. COVID-19 has made sure of that. But if there is a sector with the least to...
BGL
+7
Barry FitzGerald
Independent Journalist
Commodities
Sponsored

A chance to find outperformance in a world of 5% returns

Investment returns in the order of 5% are the new normal, say fund managers. But of course, this doesn’t have to be the case, especially for those who back the right...
BGL
+5
Livewire Exclusive
Livewire Markets
Commodities

A vital issue for our most precious asset

In 2015, the United Nations launched its 17 Sustainable Development Goals (UNSDGs) as a blueprint for a more sustainable future. Along with heightened awareness of the...
Velislava Dimitrova
Fidelity International
Commodities

Oil – Pricing in a more realistic recovery

Oil remains in a holding pattern between USD40-45/bbl as the 7.7mbpd OPEC+ supply reductions balance demand, which is currently ~10% below pre-COVID levels. In...
ALD
ORG
OSH
+2
Benjamin Goodwin
Merlon Capital
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%...
PLS
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
Livewire Markets
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
Livewire Markets
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
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 Asset Management
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
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