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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

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
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
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