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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

Gold investors, it’s time to let go of gold miners

When it comes to investing in gold, many investors are faced with a choice: physical gold or gold mining stocks. While both provide exposure to the yellow metal, they...
Justin Lin
Global X ETFs
Commodities

Economics of emerging copper-gold projects getting big boost from rising metal prices

Cygnus’ project highlights the huge gains, with a ~$600m boost to forecast cashflow; Plus, Spartan chief’s share price mea culpa.
BGL
+2
Barry FitzGerald
Independent Journalist
Commodities

Tribeca Partners backs these silver and gold miners as prices surge to record highs

Tribeca's Todd Warren said the group has lifted its exposure to gold and silver stocks, as Trump's tariff wars boost metals prices.
Tom Richardson
Livewire Markets
Commodities

'Disorderly': Why gold prices are being pushed to record highs

Traders are waiting for weeks to withdraw gold in London, as demand for physical gold ramps up to several new factors.
AUCDA
Tom Richardson
Livewire Markets
Commodities

Unstoppable: Gold price shatters records as global demand surges to new heights

With gold surging to record highs and many investors expecting the run to continue, are you holding gold in your portfolio?
Chris Conway
Livewire Markets
Commodities

'Too cheap': ASX gold miners on takeover watch

A $69 million investment in ASX gold miner Predictive Discovery has highlighted the potential for more M&A across the gold sector in 2025.
Tom Richardson
Livewire Markets
Commodities

The $100,000 metal? Unlocking investment potential in antimony’s supply crisis

China’s export ban has created a perfect storm. With soaring demand and vanishing supply, antimony is now a critical investment opportunity.
Xinyu Ru
Fawkes Capital Management
Commodities

As US tech stumbles… keep your focus on commodities

With China’s growing power and recent market shifts, it’s time for investors to reconsider commodities over richly valued US tech
James Cooper
Fat Tail Investment Research
Commodities

Why gold price forecasts are tied to several new factors

Russia's invasion of Ukraine has untethered gold's correlation to real interest rates and threatens to extend an ongoing bull run.
Tom Richardson
Livewire Markets
Outlook Series

Drill, baby, drill: 6 stocks to play oil, uranium and other key commodities

Tribeca's Todd Warren says these commodities have strong growth prospects despite China’s slowdown and trade war fears under Trump.
BOE
+4
James Marlay
Livewire Markets
Commodities

Mineral wars: Why Trump needs Greenland

According to geologist James Cooper, the ‘Greenland Grab’ is all about resources and an escalation in US strategy to secure supply chains.
James Cooper
Fat Tail Investment Research
Commodities

Would a combined Rio Tinto-Glencore mining giant be a good idea for investors?

Two news reports caught our attention - and it got us and Janus Henderson Investors' Daniel Sullivan thinking.
BHP
RIO
+2
Hans Lee
Livewire Markets
Commodities

Everything you need to know about gold in 2025: New highs or major downturn?

Historical norms suggest the gold price should be struggling. It isn’t, and this could mean new record highs are just around the corner.
Carl Capolingua
Livewire Markets
Commodities

How much gold should you have in your portfolio?

And why State Street believe gold could hit US$3,100 in 2025.
+1
Sara Allen
Livewire Markets
Commodities

2025 commodities outlook: iron ore, copper, uranium, lithium and more

The Australian Government's commodity forecaster is expecting further weakness in iron ore, strength in uranium and elevated gold prices.
Kerry Sun
Livewire Markets
Commodities

From commodities lull to… what will the next mining boom look like ?

If the so-called energy transition overlaps the next mining boom, it will be a BIG one.
BHP
Hedley Widdup
Lion Selection Group
Commodities

Rio and Patriot deliver much-needed festive cheer to lithium investors

Rio's $20b bet on the battery metal and a major strategic investment in Patriot by Volkswagen reflect expectations of a supply deficit.
BHP
+1
Barry FitzGerald
Independent Journalist
Commodities

Gold demand to continue rising in 2025, driven by central banks, consumers and investors

Gold went to all time highs in 2024 - and we think the momentum could continue.
Robin Tsui
State Street Global Advisors
Commodities

Booming bauxite the metal of 2024 as tight supplies meet import-reliant China

Metro and Arrow among the few ASX stocks offering leveraged exposure; Plus, Spartan and Rumble take the week’s gold honours.
MMI
RIO
+3
Barry FitzGerald
Independent Journalist
Commodities

UBS: The bullion bull run is set to continue (and the 5 ASX stocks they like most)

We unpack UBS' bullish thesis for gold, and leverage insights from Livewire to assess the five stocks it likes.
DEG
+2
Chris Conway
Livewire Markets
Commodities

Boss sends bullish warning to growing army of uranium shorters

MD says Honeymoon project in South Australia is well on track to hit guidance; Plus, Argonaut’s latest list of best undeveloped projects.
AEE
BOE
DEG
+7
Barry FitzGerald
Independent Journalist
Commodities

This commodity surged 100% under Trump

James Cooper outlines why commodities performed well under Trump's first term in office and why it could repeat, despite today's pessimism.
James Cooper
Fat Tail Investment Research
Commodities

Antimony will be anything but anti-money if critical minerals trade war breaks out

And a host of ASX juniors are positioning to cash-in on what could be China’s weapon of choice.
+2
Barry FitzGerald
Independent Journalist
Commodities

Copper has become a national security issue. Here’s why mining is ramping up

Ivanhoe Mine's chairman Robert Friedland discusses why the need for mining is far from over at the UBS Australasia Conference 2024.
Sara Allen
Livewire Markets
Commodities

The nuclear renaissance is more than a Uranium trade

After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer. This quarter, we continue to see an influx of news which...
+2
Justin Lin
Global X ETFs
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