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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

Can commodities become the market leaders?

With many commodities now trading near all-time highs, investors may be questioning whether the trade has become overcrowded.
Justin Lin
Global X ETFs
Commodities

Critical minerals in the age of AI and tariffs

When we first explored the ’critical minerals arms race ’ in early 2023, the dominant narrative centred on accelerating demand for the energy transition colliding...
Vinnay Cchoda
Betashares
Commodities

The gold–oil ratio in reverse: The margin reckoning for gold miners

The gold–oil ratio has collapsed. Record gold miner margins are about to face their first serious test
ALD
+7
Jason Teh
Vertium Asset Management
Commodities

Oil crisis highlights key diversification roles of copper, lithium, uranium and critical minerals

Plus, Stavely looks to tap into the copper sentiment while Legacy defies the gloom with a big gold hit at Mr Carrington.
Barry FitzGerald
Independent Journalist
Commodities

Is Karoon Energy the best ASX stock if the US-Iran war lasts all year?

The ASX’s purest oil play has a lot to gain from higher for longer oil prices.
KAR
+1
David Tuckwell
ETF Shares
Commodities

The refinery problem: A different kind of energy crisis in 2026

The 2026 Hormuz blockade has broken refined product markets in ways the 2022 Ukraine crisis never did.
ALD
QAN
+1
Jason Teh
Vertium Asset Management
The Rules of Investing

“Less than halfway through the gold story”, L1 Capital launches high-performing strategy via new LIC

Strong performance has set the stage for L1 Capital’s new gold LIC, giving investors access to a strategy targeting cash flow-rich miners.
The Rules of Investing
Livewire Markets
Commodities

Are we running out of gold?

Despite cautious mining outlooks, gold supply remains resilient thanks to ample reserves, limited mine scale and sector diversity.
John Reade
World Gold Council
Commodities

Energy shock meets AI surge

AI is structurally lifting energy and critical minerals demand just as Middle East supply risk intensifies.
Russel Chesler
VanEck
Commodities

Why oil and LNG prices are spiking, and what it means for Santos and Woodside

Santos is the better bet for oil price leverage, but Woodside has more gas price participation.
STO
+1
David Tuckwell
ETF Shares
Commodities

A global economy caught in the Gates of Hell

The Hormuz strait doesn't just move oil — it moves the chemicals keeping mines, farms, and economies alive.
James Cooper
Fat Tail Investment Research
Commodities

Dip buyers emerge for gold as the dollar turns on itself

Gold bounced back in February on dip buying, dollar weakness and softer US Treasury yields.
World Gold Council
World Gold Council
Commodities

The case for a new commodities ‘supercycle’

Building smarter, more resilient commodity exposure
Daniel Sullivan
Janus Henderson
Commodities

Gold bull market endures early 2026 volatility

Strong demand, central bank buying and improving miner fundamentals continue to support a durable long-term bull market in 2026.
Arian Neiron
VanEck
Commodities

Implications of the gold-to-oil price ratio

Record gold-to-oil ratios are driving unprecedented margins for gold miners as surging prices and low energy costs fuel vertical earnings.
+2
Jason Teh
Vertium Asset Management
Commodities

Our #1 commodity call for 2026: What’s old is new again!

Oil demand is at record highs, prices sit below cost, and supply headwinds are building. Collins St is backing energy in 2026.
Michael Goldberg
Collins St Asset Management
Commodities

A wipeout for the silver surfers

Silver’s surge has flipped into a sudden wipeout — raising the stakes for investors bracing for the metal’s next big wave.
Damien Klassen
Nucleus Wealth
Commodities

Bonds a no-go: What rising inflation risk means for gold

January’s gold rally was powered by volatility and flows. The next phase depends on inflation and bond markets.
World Gold Council
World Gold Council
Commodities

Silver ceiling: why solar may cap the precious metal’s run

Speculation drove silver’s surge, but the high prices are now pushing solar makers to switch to copper.
ASL
S32
SVL
+1
Jason Teh
Vertium Asset Management
Commodities

Oil: Only one trade matters

Forget precious and critical metals; oil and gas stocks could emerge as the true hedge against geopolitical risk in the months to come.
BPT
James Cooper
Fat Tail Investment Research
Commodities

Silver’s 26% drop reflects a gap in understanding

Conspiracy theories about the banks and paper market risk turning silver into a meme metal.
David Tuckwell
ETF Shares
Commodities

Inverting gold to see more clearly

Long-term investors should see that many assets are now cheap relative to gold
Greg Canavan
Fat Tail Investment Research
Commodities

"More bullish than ever" - the rise and rise of uranium and the ASX stocks to watch

Rising prices, tighter supply and policy change are reshaping uranium. Here’s what investors need to understand heading into 2026.
DYL
+5
Anna Dadic
Livewire Markets
Commodities

Gold at US$5,000: a metals rally - or a vote against America?

Gold has surged to a new psychological milestone after a blistering January - but one fund manager warns a 30–40% correction could be next.
+2
Vishal Teckchandani
Livewire Markets
Commodities

Lithium’s comeback: what's driving demand, what could derail it, and the ASX lithium stock to watch

Lithium prices have turned after a brutal slump. What’s changed, what hasn’t, and where the real risks and opportunities lie.
LTR
PLS
Carl Capolingua
Livewire Markets
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