commodities stocks

We reviewed more than 20 research notes to identify the biggest themes and the stocks attracting the most conviction.

The process that identified uranium, gold and oil is now pointing to another overlooked market with rising demand.

Six top commodity stock ideas from two of Australia’s best resource investors. No themes, no noise - just high-conviction buys right now.

One of 2025's big underdog stories came from commodities and it's set the stage for a strong year for the sector - and some key names.

4 major brokers break down the outlook for materials in 2026, revealing the commodities and ASX stocks best placed for another strong year.

ASX uranium stocks like Boss Energy, Paladin Energy, and Deep Yellow have rallied as the uranium price has turned higher. Can it continue?

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards dive into the unloved - lithium & battery metals. What will they find?

Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards pick through the rubble for the best commodity plays.

If the so-called energy transition overlaps the next mining boom, it will be a BIG one.

Uranium is one of the hottest commodities in the market right now, but is there more to come?