Home Wires

Commodities

From iron ore to coal, gold to copper, and oil to gas; understand the commodities forming the bedrock of the Australian economy.

Commodities

Water: The ultimate scarcity play

Geopolitical storm in the making: China is in the midst of building the world's largest hydro power project upstream from rival, India.
James Cooper
Fat Tail Investment Research
Commodities

Whopping US taxes on Chinese graphite imports put Syrah right back in the game

Plus, Kingsland super-sizes its big graphite offering with gallium and titanium; Centaurus’ green and cost credentials support $23m raising.
Barry FitzGerald
Independent Journalist
Commodities

ETF Investors defy record gold prices to lift global gold investment demand

Gold prices surged 26% in H1 2025, outperforming most assets, as investors seek protection from economic and geopolitical shocks.
Shaokai Fan
World Gold Council
Commodities

EVs, batteries, & lithium: Recharged & ready for launch

Electric vehicles (EVs), battery technology firms, and lithium miners have made significant strides in global adoption, technological innovation, and production...
Justin Lin
Global X ETFs
Commodities

Party like it’s 1890: historic gold prices hit Kalgoorlie

The Diggers and Dealers Conference in Kal is taking place, and geologist James Cooper has a golden ticket! Read on to find out the goss!
+1
James Cooper
Fat Tail Investment Research
Commodities

Copper M&A set to get hotter as industry players look for more exposure ahead of supply deficits

Trump’s tariff backdown hit the price but supply-demand themes remain strong; Sunstone among potential targets; ETM's Spanish acquisition.
BHP
HCH
+4
Barry FitzGerald
Independent Journalist
Commodities

There’s no place like home

Gold has rallied in 2025, but what does the Wizard of Oz have to do with today's gold market? Discover a surprising historical link.
Arian Neiron
VanEck
Commodities

Trump’s copper tariff winners, and what it means for BHP, Rio

A 50% tariff, whether by accident or design, may prove the magic number to lift US copper prices above long-term incentive pricing.
BHP
RIO
+1
David Tuckwell
ETF Shares
Commodities

Safe haven or overbought? Is gold's momentum built to last?

Gold surged 26% in H1 2025 amidst global instability. Whether it can continue hinges on economic resilience and geopolitical risks.
World Gold Council
World Gold Council
Commodities

4 charts every commodity investor should be looking at

Greg Sharenow, managing director and portfolio manager, charts the continued resilience of commodities and their low correlation with stocks and bonds amid recent...
PIMCO .
PIMCO
Commodities

Uranium investors are missing the nuclear renaissance

These days, it’s widely recognised that nuclear power will be a critical component of the global transition to clean energy. In fact, some might say the theme is “old...
Justin Lin
Global X ETFs
Commodities

The greatest ever copper trade

Bloomberg is talking a once-in-a-generation copper trade. Get ready to be sold to! Traders want you to take the other side of this trade.
Damien Klassen
Nucleus Wealth
Commodities

Copper breaks out: Are you positioned?

Last week, I wrote about the need to be on high alert for a copper breakout. This week, copper is breaking out.
James Cooper
Fat Tail Investment Research
Commodities

Goyder goes hunting for uranium elephants in Alligator Rivers

Plus, Challenger feels a salsa coming on after years of hard slog in Latin America.
CHN
+2
Barry FitzGerald
Independent Journalist
Commodities

Copper breaks all-time highs: Were you watching the mining insiders?

I outline why critical metals (like copper) are on the verge of following the early 2000s iron ore playbook.
James Cooper
Fat Tail Investment Research
Commodities

Gold doesn’t blink: What trillions in US debt mean for safe-haven assets

From soaring deficits to political theatrics, gold’s strength holds as investors hedge against mounting US fiscal instability.
World Gold Council
World Gold Council
Commodities

The controversial model predicting US$300,000 bitcoin this year

The stock-to-flow model has been surprisingly accurate during past bitcoin bull runs - will it get it right this time?
Tom Stelzer
Livewire Markets
Commodities

Every Australian investor has a stake in mining

With its deep pool of retirement capital, Australia is on track to become the world’s primary destination for resource markets.
BHP
James Cooper
Fat Tail Investment Research
Commodities

Investors betting lithium has bottomed but recovery expected to be slow

Patriot among the winners. And now the Brinsden-led company appears to have a new ace up its sleeve in the form of another critical metal.
IGO
LTR
+1
Barry FitzGerald
Independent Journalist
Commodities

Central banks are doubling down on gold - should you?

Central banks are snapping up gold, and retail investors too. But with prices sky-high, is the smart move to sell?
Anna Dadic
Livewire Markets
Commodities

How the ‘Twelve-Day War’ moved oil markets and what happens next

Geopolitics, oil and what it all means for markets and global listed infrastructure.
Sarah Shaw
4D Infrastructure
Commodities

Under-valued project developers still attractive for gold bulls

‘Developer’s disconnect’ means emerging producers like Astral and Ausgold are in focus; Uvre to hit NZ’s goldfields, with Seckold on board.
A4N
AUC
+5
Barry FitzGerald
Independent Journalist
Commodities

The US dollar is tanking! What it means for gold, copper, Bitcoin, and the global economy

A sliding US dollar could reshape global markets – here’s what it means for commodities, Bitcoin, and the investing landscape ahead.
29M
BHP
FMG
+6
Carl Capolingua
Livewire Markets
Commodities

The ‘Rich Dad, Poor Dad’ of mining

Former geologist James Cooper recalls his ‘Rich Dad, Poor Dad’ experience by contrasting two mining firms he worked for in the early 2000s
James Cooper
Fat Tail Investment Research
Commodities

Why gold is more than a safe haven to central banks

Central banks expect global gold reserves to grow over the coming year, amid geopolitical tensions and persistent economic challenges.
Shaokai Fan
World Gold Council
151-175 of 637