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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.

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8 ASX stock ideas to plug into the uranium bull case

The uranium market remains opaque, volatile and difficult to navigate. Insiders, however, believe the long-term setup is strengthening.
BOE
+5
Chris Conway
Livewire Markets
Commodities

"Bitcoin has lost the plot": Crypto has a narrative problem at a time when that matters most

AI has shown that narrative is almost everything in markets right now. Crypto is at risk of being written out of the story.
+1
Tom Stelzer
Livewire Markets
Commodities

Think BHP is “overvalued” at $60? Think again…

BHP’s record share price is rational, as the firm pivots to copper mining which commands higher valuation multiples.
BHP
David Tuckwell
ETF Shares
Commodities

Hot Chili: promising ASX copper junior, or HotCopper hype?

Hot Chili is a darling of the influential HotCopper forum. But is the hype justified?
HCH
David Tuckwell
ETF Shares
Commodities

Gold in a tug of war between short-term pressure and longer-term structural support

Catalyst needed for gold to regain structural uptrend as investors treat Middle East crisis as ’transitory'.
World Gold Council
World Gold Council
Commodities

Great Boulder joins juniors to be sprinkled with Westgold’s valuable fairy dust

The $5.4b wheeler and dealer gives Great Boulder a production pathway to 100,000oz a year with abundant scope for resource growth.
+2
Barry FitzGerald
Independent Journalist
Commodities

Are gold miners like Evolution and Newmont the future of Australian copper mining?

Gold miners are ploughing their record free cash flow into copper acquisition, in an effort to pivot.
David Tuckwell
ETF Shares
Commodities

‍Rate hikes create winners and losers. The work is knowing which is which

Rate hikes don't hit every sector equally. The analytical work is identifying which businesses are insulated before the market reprices.
Emanuel Datt
Datt Capital
Commodities

Four reasons BHP's record share price is justifiable

The record share price for the Big Australian looks justifiable as ex-CEO Mike Henry's copper and potash vision starts to bear fruit
BHP
David Tuckwell
ETF Shares
Commodities

Australia's energy paradox

The world must now maintain the fossil fuel system it depends on while building an entirely different energy architecture alongside it.
ALD
Erin Kuo-Sutherland
Yarra Capital Management
Commodities

EVs & battery tech: When rubber meets the ground

EVs have hit an inflection point, as rising fuel costs and energy security concerns accelerate the shift to battery tech.
Justin Lin
Global X ETFs
Commodities

Sunstone in play after gold-copper project scoping study dwarfs market cap

Plus, PMET says caesium and tantalum credits will make its spodumene ‘very, very cheap’
BHP
Barry FitzGerald
Independent Journalist
Commodities

Has gold's performance structurally changed?

While surging into its historical upper quartile this year, analysis shows gold’s volatility is mean reverting.
World Gold Council
World Gold Council
Commodities

Gold, oil, copper, lithium: How to play major commodities right now

Janus Henderson's Darko Kuzmanovic on the lay of the land for the resources making news right now and where he's seeing opportunities.
Tom Stelzer
Livewire Markets
Commodities

Gold ETFs defy March outflows to extend quarterly inflow streak

Despite heavy March selling, global gold ETF AUM rose for the seventh consecutive quarter in Q1 2026, ending 9% above 2025 levels.
World Gold Council
World Gold Council
Commodities

A fragile ceasefire and implications for oil and the energy sector

How a tenuous U.S.-Iran ceasefire and the potential reopening of the Strait of Hormuz could impact oil prices and energy stocks.
Noah Barrett
Janus Henderson
Shares

Chalice’s time arrives with government handouts and growing palladium demand

Project funding appears to be within reach; Plus, US uranium producer Peninsula says it is set to capitalise on America’s supply deficit.
CHN
Barry FitzGerald
Independent Journalist
Commodities

Bitcoin's true believers are still buying as investors await what happens next

Bitcoin ETF provider Monochrome says its clients are committed to the cryptocurrency, even as price movements have kept the market guessing.
Tom Stelzer
Livewire Markets
Commodities

The biggest oil shock in history. Why isn't the price higher?

Hormuz 2026: history's biggest oil shock. Yet offsets, free markets and contained tail risk explain why crude hasn't surged further.
ALD
STO
+1
Jason Teh
Vertium Asset Management
Commodities

Is Gold an oversold opportunity?

Recent volatility in gold prices reflects short-term pressures. Here’s why structural drivers could support gold going forward.
Arian Neiron
VanEck
Commodities

Why gold in 2026? Australia's macro shifts and the case for gold

The question for Australian investors is no longer whether gold belongs in portfolios, but how can it not.
Marissa Salim
World Gold Council
Commodities

The politics of oil: why Australia is paying the price

The 2026 Hormuz crisis is a story of major powers protecting their own oil supply. Australia is left to absorb the consequences.
ALD
Jason Teh
Vertium Asset Management
Commodities

Structural tailwinds driving the next commodities supercycle

Resources stocks have the potential to deliver attractive long‑term returns and offer valuable diversification benefits.
Daniel Sullivan
Janus Henderson
Listed Series

Oil vs. energy stocks: Should you own the commodity or the company?

Oil has surged 46% since late February. History says energy stocks rarely keep up, but this time the setup is different.
Kerry Sun
Livewire Markets
Commodities

Silver is in a correction. But is it too soon to buy?

Silver markets are behaving much more sensibly than in January as speculators and momentum traders move on
David Tuckwell
ETF Shares
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