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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

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
Outlook Series

Add growth and diversification to your portfolio with an allocation to resources

Natural resources are the essential building blocks of daily life and will be supported by long-term trends
Daniel Sullivan
Janus Henderson
Commodities

Uranium bull run continues: US$100/lb down, where to next?

The uranium price has topped US$100/lb for the first time in 15 years, and the chart suggests the current strong uptrend may continue.
AEE
+6
Carl Capolingua
Livewire Markets
Commodities

Does the upside outweigh the risk in copper-rich Chile?

James Cooper suggests ASX-listed 'Hot Chili' could be the stock to watch as capital flows back to the worlds most important copper nation
HCH
James Cooper
Fat Tail Investment Research
Commodities

A year in commodities: 2023's market upheaval and what lies ahead

Uncover the highs and lows of commodity trading in 2023 and the potential for a market resurgence in the coming year.
James Cooper
Fat Tail Investment Research
Commodities

Morningstar's commodity outlook and top stock picks

Morningstar says these four miners are trading at the greatest discount to its fair value estimates.
BHP
FMG
+4
Kerry Sun
Livewire Markets
Commodities

Does the uranium surge still have legs?

Its been 12 months since James Cooper suggested backing uramium stocks. But with the sector surging are we due for a pullback?
BOE
PDN
+1
James Cooper
Fat Tail Investment Research
Commodities

Why 2024 could be a treasure trove for Gold

With the gold price near all-time highs in every major currency, investors are wondering what happens next. From where we sit, the gold price is likely to stay...
David Tuckwell
David Tuckwell
Global X ETFs
Commodities

Lithium price stages massive reversal on COP28: "transitioning from fossil fuels"

There's chatter in social media channels the big turnaround in lithium prices was as a result of the closing announcement at COP28.
CXO
+1
Carl Capolingua
Livewire Markets
Commodities

Gold is good but these 3 ASX gold stocks are better

We view commodities as good, but we believe resource companies are better.
DEG
+1
Darko Kuzmanovic
Janus Henderson
Commodities

We’re “tactically bullish” on copper – Citi

Broker Citi is positive for the near-term prospects for copper, but is more cautious about what 2024 has in store.
29M
BHP
+2
Carl Capolingua
Livewire Markets
Commodities

Why prices will catch up with the metal supply crunch

Geologist James Cooper explains the commodty supply problem is real and is set to deliver higher metal prices in future.
James Cooper
Fat Tail Investment Research
Commodities

Gold miners or spot gold: What's the better way to play this historic rally?

Gold has made new all-time highs this week. So is it still worth chasing the rally?
Russel Chesler
VanEck
Commodities

The missing link toward net zero… the grid

Geologist James Cooper outlines why copper remains on track to become the most important investment theme over the coming decade
James Cooper
Fat Tail Investment Research
Commodities

Citi says iron ore price could hit US$140 a tonne by early 2024

Citi says "any dip in iron ore from here through to at least Chinese New Year could represent a buying opportunity."
FMG
Kerry Sun
Livewire Markets
Views from the Top

There is no wall of supply: Why the uranium opportunity is still in its infancy

When demand outstrips supply, prices only go one way - so what if demand outstrips supply for the next two decades?
Chris Conway
Livewire Markets
Rapid Fire

Rapid fire with nuclear opportunities investor Guy Keller

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

Watch the insiders - the biggest breadcrumbs lead to critical metals

Crazy deals or timely investments? A look at the sizzling M&A activity in the mining sector.
BHP
+1
James Cooper
Fat Tail Investment Research
Commodities

Betting on gold and how they make the Melbourne Cup!

The Lexus Melbourne Cup is a handcrafted masterpiece that takes more than 300 hours to produce and is worth $600,000.
Jordan Eliseo
ABC Bullion
Commodities

The graphite lesson… expect more critical metal shortages

Former geologist, James Cooper, warned investors ahead of China's shock announcement of export restrictions on graphite... So what's next?
James Cooper
Fat Tail Investment Research
Commodities

Will oil fuel the flames of inflation?

The conflict in the Middle East has caused oil prices to surge. This could lead to a cost-push inflation spiral: higher inflation --> higher wage demands --> higher...
Damien Klassen
Nucleus Wealth
Commodities

Which critical mineral will China ban next?

I previously warned Livewire readers that China was about to increase pressure on critical metal exports... It has now played its hand.
James Cooper
Fat Tail Investment Research
Commodities

Don't be like Harry Hindsight: Why now is the time to consider gold

When markets are trading at or near all-time highs, it’s not normally that hard to see signs of investor exuberance. Whether it be speculative positioning, fund...
Jordan Eliseo
ABC Bullion
Commodities

EU carbon price at €400 by 2040?

Analysts forecast EU carbon price could skyrocket to €400 by 2040 if 90% climate goal implemented.
Alice Shen
VanEck
Commodities

The five best charts from the IEA’s World Energy Outlook 2023

The International Energy Agency says global oil, gas and coal demand is set to peak by 2030.
Kerry Sun
Livewire Markets
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