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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

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
Commodities

The ASX Silver Stocks you absolutely must know about

In part two of the series, we investigate the 8 most prospective ASX silver stocks including ARD, ADT, BML, IVR, MMC, SVL, SS1 & USL.
BML
+8
Carl Capolingua
Livewire Markets
Commodities

ASX companies stand to win as Western governments ramp up intervention in critical minerals markets

Plus, EQ gets a helping government hand for tungsten project and is Canadian lithium explorer Patriot in play?
EQR
+5
Barry FitzGerald
Independent Journalist
Commodities

Copper hits new record - is now the time to buy?

Last year, against a bearish backdrop, I told readers to buy copper. Now the focus is on oil and gas, the next comeback story.
James Cooper
Fat Tail Investment Research
Commodities

Mind the squeeze, silver is the new green!

In this Part 1 of a 2 part series, we investigate the demand and supply factors for silver to determine if its price can continue to rise.
+6
Carl Capolingua
Livewire Markets
Commodities

Macquarie Conference 2024: Bullish on copper and uranium

18 resources companies presented at the Macquarie Conference 2024. Here are the key highlights and Macquarie’s preferred picks.
BOE
+4
Sara Allen
Livewire Markets
Commodities

Gold: a refuge from empty promises to pay

Callum Newman of Fat Tail Investment Research draws on financial history to make the case for gold shares
Callum Newman
Fat Tail Investment Research
Commodities

Has Copper's time come again?

In the 1967 coming-of-age classic, The Graduate, the young protagonist played by Dustin Hoffman is given some advice by a friend of his parents: ‘I want to say one...
BHP
Tom Stevenson
Fidelity International
Commodities

This important market indicator just hit a 40 year high. Here’s why it matters

The correlation between US stocks and a benchmark commodities index has hit levels not seen since the 1980s.
Hans Lee
Livewire Markets
Commodities

Why and how to invest in Gold on the ASX

Investing in gold is as old as investing itself. In ancient times, gold enchanted pharaohs moved kingdoms and was taken as currency by empires — from Ancient Rome to...
Global X ETFs
Global X ETFs
Commodities

Why worry about that Back-to-The-70s Show?

Get a Valiant Charger R/T E49 on Shannons, while you can. Otherwise, buy ten sling-bags of yellowcake with gold bars for radiation shielding
Kingsley Jones
Jevons Global
Commodities

Aluminium…the copper grid alternative

Geologist James Cooper explains why its not all about copper when it comes to upgrading global power grids in the path to electrification
James Cooper
Fat Tail Investment Research
Commodities

More upside in Copper, J-curve coming on Lithium, Iron Ore’s run is done – Citi

Unsure where metals prices are headed? Good news, major broker Citi has released its latest metals price forecasts for 2024 and beyond.
29M
A1M
+14
Carl Capolingua
Livewire Markets
The Pitch

Which ASX companies are best positioned to capitalise on uranium demand?

The next five years is a window of opportunity for uranium, particularly for miners already producing, says Eiger Capital's Stephen Wood
BOE
PDN
Sara Allen
Livewire Markets
Commodities

PM Capital’s top gold pick

PM Capital has had limited exposure to gold this decade. However, we initiated a position in late 2023 in Newmont Corporation.
PM Capital
PM Capital
Commodities

Lithium rally is “detached from fundamentals” - go short says Citi

Lithium prices have rallied. Major broker Citi reviews the lithium market, noting the recent rally is “detached from fundamentals”.
CXO
IGO
+7
Carl Capolingua
Livewire Markets
Commodities

Deposits holding the winning trifecta... copper, gold, silver

Geologist James Cooper explains why copper, gold, silver porphyries will become the ideal assets to own in a commodity supercycle set-up
James Cooper
Fat Tail Investment Research
Commodities

Is the Middle East conflict a lightning rod for another surge in crude oil prices?

History is littered with sudden surges in oil prices due to geopolitical tensions. Seasonal and technical factors hint of a new bull market.
BPT
STO
+3
Carl Capolingua
Livewire Markets
Commodities

The future of mining with AHS

Imagine a colossal gold mine, Australia's largest no less, where its scale and longevity could be confused for an iron ore mine in the Pilbara. Where massive trucks...
BHP
RIO
Tom Hays
Tyndall AM
Commodities

Unlocking gold potential in Australia’s Eastern Goldfields: A look at Forrestania Resources' exciting prospects

Gold samples up to 49.0g/t Au from fieldwork at Ada Ann Prospect, Eastern Goldfields
Nicholas Boyd-Mathews
Eden Asset Management
Buy Hold Sell

Buy Hold Sell: Is there still upside to uranium? (and 4 stocks fundies are buying)

Acorn Capital's Rick Squire and Lowell Resources' John Forwood dissect the stocks exposed to the hottest commodity right now - uranium
DYL
Buy Hold Sell
Livewire Markets
Commodities

3 small caps to ride oil’s run to US$100 a barrel

Callum Newman of Fat Tail Investment Research shares 3 small cap energy ideas to consider if the oil bull keeps running.
BYE
HZN
Callum Newman
Fat Tail Investment Research
Commodities

Morgan Stanley: A perfect storm for copper

Major broker Morgan Stanley has updated its estimates for copper prices and notes several important developing market dynamics.
29M
A1M
+10
Carl Capolingua
Livewire Markets
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