Home Wires

Commodities

From iron ore to coal, gold to copper, and oil to gas; understand the commodities forming the bedrock of the Australian economy.

Commodities

Australian nickel – 60 years old and the funeral arrangements are being considered

In mid-2023, the U.S. Department of Energy released its Critical Minerals Assessment, and lithium, nickel and a handful of specific rare earths were highlighted as...
BHP
IGO
David Buckland
Montgomery Investment Management
Commodities

What a Trump presidency could mean for copper, gold, oil, and battery metals markets

There could be important knock-on effects for commodity markets as a result of the attempted assassination of former President Donald Trump.
AWC
BHP
+5
Carl Capolingua
Livewire Markets
Commodities

The ‘Pilbara Killer’ ready to pounce

With Simandou closing in on maidan production, is this game over for Australia’s crown jewel... The Pilbara? Perhaps not...
CHN
FMG
RIO
James Cooper
Fat Tail Investment Research
Commodities

Copper in crisis: Balancing supply shortfalls with explosive demand growth

The surging demand for AI and renewable energy is creating unprecedented pressures and opportunities in the copper market.
Xinyu Ru
Fawkes Capital Management
Commodities

Spartan’s imminent resource increase means Ramelius would have to cough up ‘well north of $1’

Plus, signs that rare earths prices may have bottomed … but that doesn’t seem to be helping beaten-up Meteoric.
Barry FitzGerald
Independent Journalist
Commodities

Which critical minerals will be crucial for the AI boom?

Former geologist James Cooper looks at the emerging opportunity in the High-Purity Alumina market. This is a true future-facing mineral.
James Cooper
Fat Tail Investment Research
Commodities

Gold ‘investment’ thesis could see bullion price smash records

Citi predicts US$3000 price on non-rate-related drivers; How long will nickel and lithium remain friendless. And is Centaurus a target?
BHP
CHN
+1
Barry FitzGerald
Independent Journalist
Commodities

10 commodity charts that matter for ASX mining stocks

A picture tells a thousand words and Morgan Stanley’s top 10 commodities charts speak volumes about the prospects for ASX mining stocks.
29M
AMI
+17
Carl Capolingua
Livewire Markets
Rapid Fire

The four commodities that stand out in a potential supercycle

Janus Henderson’s Daniel Sullivan believes we could be on the cusp of a sypercycle and there are four commodities that stand out.
Glenn Freeman
Livewire Markets
Commodities

Understanding the commodity cycle with M&A activity

Geologist James Cooper shares his 2011 Equinox Minerals takeover experience. What do M&A deals like this teach us about commodity cycles?
BHP
James Cooper
Fat Tail Investment Research
Commodities

More bullish than ever – why this broker is doubling down on copper, gold, and silver

Citi doubles down on its copper and precious metals bull view, triggering price target increases and a rating upgrade for ASX metals stocks.
29M
BHP
+3
Carl Capolingua
Livewire Markets
Commodities

Aussies on fire in Canadian copper caper

Firetail looks to follow FireFly to Canadian copper riches; Triangle Energy poised for key approval and Chinese rare earths retaliation.
BGL
+3
Barry FitzGerald
Independent Journalist
Commodities

Nuclear energy trends in the US are bullish for uranium – Citi

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!
BOE
DYL
+2
Carl Capolingua
Livewire Markets
Commodities

Silver gets its time in the sun

Silver is one of the most overlooked investments in the world of commodities. Despite its many unique qualities, it often sits unwarrantedly in the shadow of its shiny...
Justin Lin
Global X ETFs
Commodities

The 1970s uranium boom offers clues for today's surge

Has the uranium market peaked? Geologist James Cooper examines the 1970s uranium boom for possible clues. Read on to discover more.
BOE
PDN
+1
James Cooper
Fat Tail Investment Research
Commodities

Investing in the AI Energy Gap

Where there’s a crisis, there’s an opportunity
Charles Ormond
Fat Tail Investment Research
Commodities

Everybody hates lithium, is that a sign?

Poor sentiment has consistently presented investors with opportunities. Is this one of them?
A1M
IGO
+3
James Marlay
Livewire Markets
Commodities

Thinking beyond the Ore: Adopting thematic opportunities

Evolving thematic trends in copper demand could be setting the stage for long-term growth.
RIO
Billy Leung
Global X ETFs
Commodities

Why a rate cut later this year remains the base case, despite higher commodity prices

We expect that most major central banks will be cutting interest rates by the end of the year as inflation slows and economic growth is low.
Diana Mousina
AMP
Commodities

Macquarie just upgraded its copper forecast by 14% (and its price targets for ASX copper stocks)

Macquarie's Commodities Strategy Team upgraded its 2024 copper forecasts by 14%, and by 7% over the long-term.
29M
BHP
+4
Hans Lee
Livewire Markets
Commodities

Tips to avoid blowing your dough in mining stocks

Avoid getting crushed by shady operators in the mining sector with these tips from the savvy crew at Money of Mine.
James Marlay
Livewire Markets
Commodities

Citi now “doubly bearish” on lithium

Citi is doubling down on its April short trade because the fundamentals for lithium have not improved, and supply cuts are yet to occur.
CXO
IGO
INR
+7
Carl Capolingua
Livewire Markets
Commodities

The copper short squeeze is happening - Morgan Stanley

Many funds that are short copper are being forced to cover their positions and this is pushing the price higher, says Morgan Stanley.
29M
A1M
+6
Carl Capolingua
Livewire Markets
Commodities

The future of resources, and the greatest areas for growth

Daniel Sullivan, Head of Global Natural Resources, outlines an approach for achieving long-term success in the natural resources sector.
Daniel Sullivan
Janus Henderson
Commodities

Golden days ahead: Silver and copper to soar alongside Saxo's positive outlook for metals

Gold has repeatedly logged all-time highs this year while silver and platinum are all technically sound.
Hans Lee
Livewire Markets
76-100 of 441