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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

It’s economic reality, not fear-based momentum, driving gold higher

Gold’s record highs are less about fear and panic and more about portfolios needing to diversify.
John Reade
World Gold Council
Commodities

Up 25% in six months: is the aluminium rally just getting started?

Lazard's Tim Zhao discusses the outlook for aluminum and two stocks he likes for exposure to key energy transition metal.
RIO
S32
Vishal Teckchandani
Livewire Markets
Commodities

Gold is a much better bet than silver in 2026

Silver looks set to cool as Section 232 tariff fears subside. Gold and its institutional investor base look the stronger bet for 2026.
David Tuckwell
ETF Shares
Commodities

Copper is all the rage in 2026. Here's why and how to play it

Copper just hit US$6/lb for the first time. What's fueling the breakout and where investors can find exposure.
+2
Kerry Sun
Livewire Markets
Shares

Gold is flying but only the right stocks get paid - here's 3 from a top manager

Gold’s up big. That doesn’t mean your gold stocks will be. Squire explains the wave and the names he likes right now.
BGL
Chris Conway
Livewire Markets
Commodities

$100k back in play: 3 reasons Bitcoin could be on the march again

Quickly reclaiming the six-figure mark would be a big statement of intent for the cryptocurrency in 2026.
Tom Stelzer
Livewire Markets
Outlook Series

Ignore resources at your peril: commodities are re-emerging as a growth asset

One of 2025's big underdog stories came from commodities and it's set the stage for a strong year for the sector - and some key names.
Daniel Sullivan
Janus Henderson
Commodities

Morgan Stanley’s “Major Theme” is stick with metals — gold, silver, copper, and aluminium

Metals crushed it in 2025 — and Morgan Stanley says the real opportunity may still lie ahead. Gold, silver, copper and aluminium in focus.
S32
Carl Capolingua
Livewire Markets
Commodities

The Bitcoin (and crypto) outlook for 2026

A topsy-turvy 2025 means 2026 could be a defining year for Bitcoin and the wider crypto markets.
Tom Stelzer
Livewire Markets
Commodities

Why record copper prices in 2026 could boost BHP and Rio’s dividends

Copper prices could stay high, potentially meaning larger dividends for BHP and Rio as they pivot away from low-grade iron ore.
BHP
RIO
David Tuckwell
ETF Shares
Commodities

Copper's thundering run speaks to serious supply problems

Copper is struggling for long term supply. ASX miners that discover high quality deposits could be richly rewarded.
David Tuckwell
ETF Shares
Commodities

If gold hits $5,000 in 2026, do Northern Star and Ramelius illustrate an opportunity?

If gold shines again in 2026, you would imagine that ASX gold miners have a good year.
+3
David Tuckwell
ETF Shares
Commodities

The AI-driven supercycle

The massive AI infrastructure spend is driving a new commodity supercycle rooted in the physical demands of the digital economy.
Jason Teh
Vertium Asset Management
Commodities

Why a ‘doom loop’ could push gold higher in 2026

Markets expect gold to stay range-bound, but three alternative macro scenarios - from mild slowdowns to deep shocks - could shift prices.
Shaokai Fan
World Gold Council
Commodities

Asia powers global gold ETF boom as AUM and holdings hit all-time highs

Gold ETFs booked a sixth month of inflows in November, pushing global AUM and holdings to new highs as Asia continued to drive demand.
World Gold Council
World Gold Council
Commodities

Dollar cost averaging into Bitcoin: why now?

A 28% correction and cooling valuations point to an accumulation window where disciplined dollar-cost averaging can compound ahead of 2026.
Bridget Nichols
Bridget Nichols
Monochrome Asset Management
Commodities

3 signs Bitcoin is about to enter a bear market (and 1 that could turn things around)

After it was looking like this time might actually be different, history could be about to repeat itself for Bitcoin.
Tom Stelzer
Livewire Markets
Commodities

Why ASX fluorite miners could be the next Liontown, Pilbara

Fluorite is unknown to most Aussie investors. But demand is booming as China flips from being the world's biggest exporter to importer.
LTR
PDN
PLS
David Tuckwell
ETF Shares
Commodities

Commodity cycle: ticking towards acquisition time

Focusing on acquisition makes sense at certain times in the mining cycle. James Cooper believes markets are on track to hit that in 2026
BHP
+1
James Cooper
Fat Tail Investment Research
Commodities

The gold rally most investors missed...

Continuing disconnect between gold price and gold equity valuations. By Andrew Russell.
PM Capital
PM Capital
Commodities

Why gold hasn’t lost its shine yet

With Gold hitting record highs, interest is surging. Here are three reasons to consider an allocation in your portfolio.
Russel Chesler
VanEck
Commodities

Gold takes a breather... is the dip a buying opportunity?

After soaring to US$4,400, gold has paused. What comes next for the world’s oldest hedge?
Stephanie Gardner
Livewire Markets
Commodities

Argentina: A hotbed for copper discovery

Geologist James Cooper details why Argentina is emerging as the next major copper province. Same geology as Chile, but barely explored.
BHP
RIO
James Cooper
Fat Tail Investment Research
Commodities

Seven factors driving the gold price

Gold’s surge into the $4,000s highlights powerful demand drivers, supply limits, and why the metal remains both compelling and volatile.
Damien Klassen
Nucleus Wealth
Commodities

Gold breaks records as digitalisation opens the next wave of demand

With gold up more than 60% and central bank demand doubling, investors face a historic turning point in portfolio construction.
Stephanie Gardner
Livewire Markets
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