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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

Copper prices are soaring but there's plenty of upside left in the tank: Tribeca

Copper is trading near 15-month highs of US$4.3/lb. But Michael Orphanides from Tribeca Investment Partners says US$5 is on the horizon.
BHP
+4
Kerry Sun
Livewire Markets
Commodities

They say there are buckets of money looking for a mining home - so Beament is opening his front door

Plus, Sun Silver plans to plug into solar panel boom with imminent ASX listing.
SVL
Barry FitzGerald
Independent Journalist
Commodities
Sponsored

The time for gold is now, it's just a matter of how...

Register for an educational webinar where we will share our investment thesis for the global gold and precious metals sector.
Michael Goldberg
Collins St Value Fund
Commodities

FireFly soars on bullish copper market and growing resource outlook

Plus, Boss makes headway as uranium price looks set for another run and US funding for ASM and Meteoric.
BHP
BOE
+2
Barry FitzGerald
Independent Journalist
Commodities

Nickel: contrarian opportunity or portfolio suicide?

Former geologist James Cooper explains everything may not be what it seems in the nickel market. That’s where contrarian opportunities lie.
James Cooper
Fat Tail Investment Research
Commodities

Tribeca pushing for change at underperforming Glencore

The Glencore share price has struggled versus global peers... Tribeca has a plan to release value for shareholders.
Chris Conway
Livewire Markets
Commodities

Pilbara’s one-off sale shows lithium bears may have to eat their shorts

Pre-auction suggests price is recovering; Syrah raising shows belief in graphite; Kingsland unveils Australia’s biggest graphite deposit.
+1
Barry FitzGerald
Independent Journalist
Commodities

The opportunity hiding in plain sight: microcap stocks in the resources & energy sectors

Cyclicity is a well-known feature of the resources and energy sectors. While the main cycles are essentially driven by major shifts in supply and demand, in the last...
BHP
BOE
+6
Rick Squire
Acorn Capital
Commodities

From competitor to partner, AI joins forces with the Explorers

Will AI spark a new era of speculation in junior mining stocks? That's what former geologist James Cooper believes. Read on to find out why.
James Cooper
Fat Tail Investment Research
Commodities

Rinehart sets tongues wagging with US$120m exploration push in Ecuador

The move has implications for Cascabel to Sunstone. Plus, $14m Great Western about to drill three DeGrussa lookalike targets in WA.
BHP
+3
Barry FitzGerald
Independent Journalist
Commodities
Sponsored

Your ticket to Australia’s best wineries, a classic AFL round and the hottest mining stocks on the ASX

How to make a long weekend watching AFL and wine tasting tax deductible!
BGL
BOE
+1
James Marlay
Livewire Markets
Commodities

Gold stocks to roar in the Trump Economy

Gold stocks are out of sorts currently…but looked primed to rumble down the line.
BGL
Callum Newman
Fat Tail Investment Research
Commodities

Critical metal developers: The iron ore of 2003

How can critical metal developers get the cash to build fully integrated mines? Answer: take a leaf out of the iron ore book from 2003
James Cooper
Fat Tail Investment Research
Commodities

Are ASX gold explorers bargains?

What are investors talking about right now? AI and Bitcoin. What are they not talking about? Gold stocks. Should they?
RED
+3
Kiryll Prakapenka
Fat Tail Investment Research
Commodities

Non-Chinese graphite players poised for their day in the sun

Kingsland prepares to release maiden resource for its big graphite find in the NT. Plus, Bellevue and Spartan swim against the gold tide.
BGL
+3
Barry FitzGerald
Independent Journalist
Commodities

What's ahead for lithium, iron ore and uranium producers?

Lithium will recover, iron ore remains resilient, and we’re headed for a nuclear renaissance, says Janus Henderson
DEG
FMG
+5
Glenn Freeman
Livewire Markets
Commodities

The Milei chainsaw: A bold vision for Argentina's rebirth

The firebrand new President ignites his nation's hope for revival, confronting decades of economic decline. Can he deliver?
Richard Gannon
GP Partners
Commodities

The real reason why Uranium stocks fell today, it's not what you think!

While I miss being able to share our afternoon note on LW in its entirety, here is a snippet we discussed today on why Uranium stocks fell...
BOE
PDN
James Gerrish
Market Matters
Commodities

Critical metal stocks are the iron ore developers from 2003

Geologist James Cooper compares iron ore miners from 2003 with critical metal stocks today... The challenges and opportunties are uncanny.
James Cooper
Fat Tail Investment Research
Views from the Top

Uranium to keep running hot (and 4 ASX stocks to join the party)

Tribeca's Guy Keller continues the uranium conversation with Livewire, outlining why he remains bullish and where he is hunting
Chris Conway
Livewire Markets
Commodities

Is the Nickel price close to a trough? Morgan Stanley has the answer

With ASX nickel producers hurting, Morgan Stanley considers the demand & supply factors for nickel to determine if it has troughed.
BHP
CHN
+4
Carl Capolingua
Livewire Markets
Rapid Fire

Tribeca bullish on uranium as prices continue to skyrocket

Uranium is one of the hottest commodities in the market right now, but is there more to come?
Chris Conway
Livewire Markets
Commodities

A roadmap for green metals after a brutal 2023

High cost of living has brought cheap energy into focus - oil and uranium. But could rate cuts this year see a return to the green metals?
+2
James Cooper
Fat Tail Investment Research
Commodities

Flano set to fire his first Arrow in battle of Simandou North

The $38m junior is about to drill right next to the giant Simandou iron ore project. Plus, uranium bulls rage on and BHP’s chosen juniors.
BHP
+6
Barry FitzGerald
Independent Journalist
Commodities

Chart of the Week: Commodities at a tipping point

Commodities are at a tipping point, keep close watch on this chart!
Callum Thomas
Topdown Charts
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