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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

Are commodities really a good recession hedge?

An academic has tested the view that investing in gold, silver, copper and other commodities can protect portfolios in a downturn.
AKE
BHP
DEG
+5
Glenn Freeman
Livewire Markets
Commodities

What makes for the best commodity companies?

Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, knows what it takes to be a long-term leader in the commodities arena.
BHP
+10
Chris Conway
Livewire Markets
Commodities

Sneak peek: An emerging food crisis and how to play it

Geologist, James Cooper details why food commodities could become a major theme in the years ahead and outlines the best way to play it.
BHP
James Cooper
Fat Tail Investment Research
Commodities

Commodity spotlight series - Lithium

For our inaugural issue of the Commodity Spotlight Series, we highlight the key features that make some lithium projects better than others
AKE
CXO
+5
Rick Squire
Acorn Capital
Commodities

An inconvenient truth…there’s not enough critical metals to reach net zero

Geologist James Cooper details why the supply of critical minerals will be the Achilles heel in reaching net zero.
+2
James Cooper
Fat Tail Investment Research
Commodities

A site visit with a difference

There’s a scene in the movie ‘Journey to the Centre of the Earth’ (the original 1959 film adaptation of Jules Verne’s classic 19th century sci-fi novel starring James...
David Haddad
Eiger Capital
Commodities

Shares in gold producers jump on inflation fall, now get ready for the trickle down

Gascoyne set for a resource upgrade at its high-grade WA gold discovery, Black Cat purrs on gold restart plan and Hot Chili looking spicy.
BHP
+3
Barry FitzGerald
Independent Journalist
Commodities

Graphite troubles… Is now the time to buy?

Geologist, James Cooper looks at the beleaguered graphite market and suggests timing is ripe to jump into this long term investment.
James Cooper
Fat Tail Investment Research
Commodities

The rise of commodities, and the case for Gold

With an annual average return of 9% over the past 20 years, gold has outperformed most Australian shares
David Tuckwell
Global X ETFs
Commodities

Time to call the Fed’s bluff and buy deflated gold stocks

James Cooper, commodities analyst and geologist, suggests now is the time to bulk up on beaten-down gold juniors
PRU
James Cooper
Fat Tail Investment Research
Commodities

What’s Not Priced In #6: Explaining the Gold Price Mystery

Magic mirror on the wall, what's the fairest metal of them all? Gold.
BGA
Kiryll Prakapenka
Fat Tail Investment Research
Commodities

Macquarie’s outlook for oil prices, and its top 3 Aussie energy stocks

Macquarie expects oil prices to remain rangebound between US$70-80 a barrel and shares its preferred picks in the small to mid cap space.
+1
Kerry Sun
Livewire Markets
Commodities

China stimulus to boost Australian resources stocks

Growing expectations of a potential economic stimulus package in China could give Australian resources stocks a boost.
BHP
FMG
+1
Alice Shen
VanEck
Commodities

China lights a fuse under the copper producers

Geologist James Cooper sees strong value amongst copper juniors... With recent stimulus from China this theme is growing stronger.
James Cooper
Fat Tail Investment Research
Commodities

Centaurus free to deal its hotly-demanded nickel sulphides after breaking offtake shackles

Plus, Lake’s problems should force re-think of lithium supply forecasts, Battery Age starts drilling and DevEx set for uranium drilling.
BHP
+2
Barry FitzGerald
Independent Journalist
Commodities

The commodity opportunity you may have overlooked... but should not ignore

Australia is blessed with a plethora of high-quality commodity investment opportunities. But there is one that is underappreciated by many.
BHP
BOE
+2
Chris Conway
Livewire Markets
Commodities

5 things you should know about ASX-listed battery metal stocks

Summarising some of the spiciest takeaways from five analyst and fundie interviews about lithium, copper, rare earths, graphite and nickel.
AKE
LLL
+3
Kerry Sun
Livewire Markets
Commodities

Lack of critical metals set to derail the green energy transition

Based on current output we'll need almost 10,000 years’ worth of lithium production condensed into 20-30 years ... Achievable?
+3
James Cooper
Fat Tail Investment Research
Commodities

The copper, uranium, lithium outlook and 7 stocks to watch

Nuances in supply-demand dynamics, pricing and some complexities were addressed in this webinar hosted by Market Matters' James Gerrish
A1M
BHP
BOE
+4
Glenn Freeman
Livewire Markets
Commodities

Nickel market surplus expected to last until 2025: How will ASX miners fare?

The nickel market is expected to remain in a surplus through to 2025. Does this pose a threat to the otherwise bullish EV demand narrative?
IGO
+2
Kerry Sun
Livewire Markets
Commodities

China steps up stimulus: BHP, Rio Tinto and Fortescue near 2-month highs

Commodities are beginning to rebound as China shifts to stimulus mode to support its faltering economy.
BHP
+3
Kerry Sun
Livewire Markets
Commodities

A turnaround for graphite is brewing: Which ASX miners should you be watching?

Graphite prices have more or less gone nowhere for the past decade. But here's why a breakout is brewing for the unloved battery metal.
EGR
+5
Kerry Sun
Livewire Markets
Commodities

Why the commodities rally may not last much longer (and what it means for ASX materials stocks)

The ASX materials index is up marginally so far in 2023, but UBS says downside may be on the horizon.
BHP
FMG
+2
Hans Lee
Livewire Markets
Commodities

Why higher rare earth prices are necessary and one name to play it (that's not Lynas)

It's been a bumpy past twelve months for rare earth prices but higher prices are necessary to bring new supply online.
+2
Kerry Sun
Livewire Markets
Commodities
Sponsored

An undervalued small cap copper play with the second largest resource on the ASX

Xanadu Mines is an emerging copper developer with a Contained Copper resource second to only Sandfire. But with a market cap of just $80m.
29M
BHP
+2
Kerry Sun
Livewire Markets
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