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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

Hard-hit lithium juniors get M&A bounce as Rio bid fuels talk of takeovers and supply deficits

Plus, Nimy creating a buzz with copper and gallium hits in remote WA.
+5
Barry FitzGerald
Independent Journalist
Commodities

Morgan Stanley: The range of possible outcomes for the oil market has rarely been as wide

We attempt to unpack the potential paths for the oil market in light of the conflict in the Middle East and longer-term considerations.
Chris Conway
Livewire Markets
Commodities

Oil in the war zone

Oil: buy, hold or sell?
Callum Newman
Fat Tail Investment Research
Commodities

What’s in store for iron ore this November and December

The iron ore price dived and surged in just a few weeks, as did prices of ASX iron ore miners. What usually happens in the last quarter?
BHP
+5
Carl Capolingua
Livewire Markets
Commodities

Gold’s ascent to all-time highs

Gold has staged an impressive rally thus far in 2024, with the metal recently hitting an all-time high. We believe that recent price levels could be sustainable,...
Global X ETFs
Global X ETFs
Commodities

The Chinese iron ore cost of production

One of the great mysteries of Chinese iron ore production is the grade. We show that it is around 15%, meaning around four times higher cost
BHP
+5
Kingsley Jones
Jevons Global
Commodities

Is all that glitters gold?

The last two years have been kind to investors. 2022 was a brutal readjustment to the end of the cheap money era that lasted from the financial crisis to Covid. But...
Tom Stevenson
Fidelity International
Commodities

Why gold has outperformed gold miners

According to geologist James Cooper as gold discovery rates fall, the case for owning junior gold stocks grows. Read on to find out why.
James Cooper
Fat Tail Investment Research
Commodities

Gold is trading at record levels: These are Macquarie's top ASX gold picks

Gold is running hot, scoring two consecutive all-time highs last week and trading above US$2,550 for the first time on record.
+5
Kerry Sun
Livewire Markets
Commodities

An insight into the most important M&A transaction of the year: Anglo Coal

The sale of Anglo American's Australian coal portfolio will provide a strong leading indicator to the global economic outlook
BHP
+2
Emanuel Datt
Datt Capital
Commodities

Focus on these stocks: Large undeveloped deposits

As grassroots exploration declines, former geologist James Cooper believes investors should be targeting large undeveloped deposits.
James Cooper
Fat Tail Investment Research
Commodities

Uranium supply approaches a tipping point

Uranium has gone through a bout of volatility over the past few months, notably selling off from the decade highs it had hit earlier this year on bullish supply and...
Justin Lin
Global X ETFs
Commodities

Why uranium bulls shouldn't get too excited about the Kazatomprom production cut

A report from a major broker suggests a production cut by the world’s biggest producer may not reverse the slide in the uranium price.
BOE
DYL
+2
Carl Capolingua
Livewire Markets
Commodities

Iron ore stumbles... China bears return!

Media is out in force, looking to make its king hit on China’s economy; have they finally got it right? James Cooper doesn’t believe so.
BHP
FMG
RIO
James Cooper
Fat Tail Investment Research
The Pitch

Investors' most common questions on gold, answered

In this episode of The Pitch, gold expert Robin Tsui from State Street Global Advisors answers investors most common questions on gold.
PRU
+3
Ally Selby
Livewire Markets
Commodities

BHP/Lundin grab Filo: An important lesson for junior mining investors

As BHP/Lundin lock in their South American prize, former geologist, James Cooper discusses the opportunity cost for junior mining investors
BHP
James Cooper
Fat Tail Investment Research
The Pitch

4 factors that will see gold trading higher from here

Livewire sat down with gold expert Robin Tsui of State Street Global Advisors for some of the tailwinds pushing gold higher.
Ally Selby
Livewire Markets
Commodities

Trump or Harris? Who cares! These commodities will do well regardless

Pushback against China is one of the few bipartisan policies among Republicans and Democrats; this could benefit ASX critical mineral stocks
James Cooper
Fat Tail Investment Research
Commodities

The biggest change in mining in 100 years: Miners as Fund Managers

The looming copper shortage jeopardises our dreams. Where is the activism of aspiration & abundance? For mining: a grand opportunity awaits.
Richard Gannon
GP Partners
The Pitch

Gold vs Bitcoin: Which is the better investment?

Or perhaps, is it worth considering both for today's modern portfolios? Find out in this episode of The Pitch.
Ally Selby
Livewire Markets
Commodities

Copper: Potential long-term tailwinds meet a cyclical opportunity

Copper has long been associated with cyclical and macroeconomic trends, with demand for the metal and, subsequently, prices, being highly correlated with global...
Global X ETFs
Global X ETFs
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
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