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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 at US$3,500? The bull case no-one should ignore

In our view, one of the largest opportunities for gold is the potential return of Western investors to gold.
Arian Neiron
VanEck
Commodities

Don’t become a victim of volatility: Use it to your advantage

James Cooper outlines the 'sleep easy remedy' for volatile markets: Focus on the best names in the most undervalued sectors.
James Cooper
Fat Tail Investment Research
Commodities

Gold rips as Genesis’ growing reserves point to early arrival at 400,000 oz milestone

Plus, copper-gold explorer FireFly storms back from sell-off as market starts to grasp production potential.
ASL
+7
Barry FitzGerald
Independent Journalist
Commodities

Strong euro and tariff fears drive gold prices

The willingness to hold and reluctance to sell – given current extreme policy uncertainty – could generate real momentum in the gold price.
World Gold Council
World Gold Council
Commodities

Watching insiders: the biggest breadcrumbs lead to rare earths

Insiders are showing that the biggest breadcrumbs in the resource industry are leading to Rare Earths.
James Cooper
Fat Tail Investment Research
Commodities

What the new US$3,000 era for gold means for investors

Gold smashed through the psychological $3,000 barrier in mid-March and hasn’t looked back. What’s fuelling its relentless momentum?
Shaokai Fan
World Gold Council
Commodities

RBC tips gold price to soar higher in 2026, ASX miners on takeover watch

Gold looks like a place to shelter from the tariff chaos threatened by US President Donald Trump in 2025.
DCN
+5
Tom Richardson
Livewire Markets
Commodities

ASX copper stocks caught in Trump tariff turmoil as major broker turns bearish

Things are moving quickly in the copper market, and ASX stocks like SFR, CSC, FFM, MAC and AMI are getting caught in the crossfire.
29M
A1M
+10
Carl Capolingua
Livewire Markets
Commodities

Strong uranium contract prices raise questions about sector sell-off

Cameco chief says spot market is ‘non-fundamental’; Broker likes Boss; Spartan takeover shows why brownfields exploration is back in vogue.
BOE
+7
Barry FitzGerald
Independent Journalist
Commodities

Modern-day Drake discovery points to lasting gold-silver Legacy

Plus, new Greenland government a big win for Energy Transition Minerals and nickel price revival augurs well for Centaurus.
ASL
BHP
+3
Barry FitzGerald
Independent Journalist
Commodities

A new era for copper, uranium and gold?

We take a deep dive into three commodities— copper, uranium and gold – and examine where investors might find opportunities in 2025.
Justin Lin
Global X ETFs
Commodities
Sponsored

A golden opportunity for resources investors

Footy, wine, and 27 of Australia’s hottest mining stocks – the ultimate investor event
James Marlay
Livewire Markets
Commodities

Gold price forecast to reach US$3250 by end of year

VanEck says gold prices can push higher in 2025 as investors seek protection from uncertainty around US trade policy and debt levels.
+1
Tom Richardson
Livewire Markets
Commodities

PLS, MIN, IGO and LTR face “more challenging” lithium environment says Morgan Stanley

ASX lithium stocks’ rocky road likely to continue as mixed demand and still-robust supply push out its price recovery, says Morgan Stanley.
IGO
+2
Carl Capolingua
Livewire Markets
Commodities

Is the threat of US tariffs moving the gold market?

Trade fears shake gold markets, but history shows liquidity absorbs these shocks over time.
John Reade
World Gold Council
Commodities

What is the performance of gold telling us?

The price of gold exceeded US$2,900 an ounce last week for the first time. Since October 2023, it has risen by more than US$1,000 an ounce. The price is three times...
Tom Stevenson
Fidelity International
Commodities

Genesis hoses down talk of Vault takeover bid

Gold miner preferring organic growth; $150m Strickland looks for re-rate as resource hits 6.7Moz; A bullish note for Southern Cross Gold.
+4
Barry FitzGerald
Independent Journalist
Reporting Season

BHP's latest numbers belie a strong growth pipeline

BHP’s Chief Financial Officer Vandita Pant discusses the latest results in this interview with Livewire.
Sara Allen
Livewire Markets
Commodities

Morgan Stanley says this key factor pushing gold to record highs is now the single biggest risk

Morgan Stanley said the main driver of gold's epic bull run since 2022 is central bank buying, but this could reverse on one risk factor.
Tom Richardson
Livewire Markets
Commodities

Gold shines bright amid uncertainty and volatility… and no, you’re not too late to the party

In January, gold miners outperformed. With low correlation to most assets, gold and miners offer strong diversification.
Arian Neiron
VanEck
Commodities

Chips, silver, and HPA: unearthing profit in the AI goldrush

AI's unsung heroes: Silver and HPA. As tech titans battle, geologist James Cooper details how these commodities quietly power the revolution
A4N
CCM
James Cooper
Fat Tail Investment Research
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
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