commodities

Latest news and analysis on commodities

Weekend Report

Trending On Livewire: Weekend Edition - Saturday 5th October

ASX 200 dips as energy soars; experts discuss copper, small-cap picks, and AI's impact. Investors eye Fed moves and oil prices.
MAC
Livewire Exclusive
Livewire Markets
Equities

These ASX resources stocks stand to benefit the most as China stimulus boosts iron ore price

China stimulus measures explained, as well as their likely impact on iron ore prices and the stocks a major broker is buying as a result.
29M
BHP
FMG
+5
Carl Capolingua
Livewire Markets
Investment Theme

A generational change is coming. Here's where you could invest to take advantage of it

According to two demographers, we’re approaching a new generational cycle and this has implications for investors.
Arian Neiron
VanEck
The Pitch

Gold vs Bitcoin: Which is the better investment?

Or perhaps, is it worth considering both for today's modern portfolios? Find out in this episode of The Pitch.
Ally Selby
Livewire Markets
Commodities

What a Trump presidency could mean for copper, gold, oil, and battery metals markets

There could be important knock-on effects for commodity markets as a result of the attempted assassination of former President Donald Trump.
AWC
BHP
+5
Carl Capolingua
Livewire Markets
Equities

How to unearth value in the mining sector

Ray David discusses how to navigate the mining cycle with three mining companies with tier one high quality assets.
AGL
AVZ
+9
Ray David
Blackwattle Investment Partners
Rapid Fire

The four commodities that stand out in a potential supercycle

Janus Henderson’s Daniel Sullivan believes we could be on the cusp of a sypercycle and there are four commodities that stand out.
Glenn Freeman
Livewire Markets
Equities

Massive ASX mining stocks review: Major brokers update iron ore, copper, nickel, lithium and coal forecasts

Two major brokers have released simultaneous research reports in which they make sweeping changes to their commodity prices outlook.
BHP
+4
Carl Capolingua
Livewire Markets
Commodities

Why a rate cut later this year remains the base case, despite higher commodity prices

We expect that most major central banks will be cutting interest rates by the end of the year as inflation slows and economic growth is low.
Diana Mousina
AMP
Equities

Aussie miners set to benefit from tighter US tariffs

The United States' proposed US$18 billion of tariff tightening will affect Australian miners, with several set to benefit longer-term
AWC
+7
Glenn Freeman
Livewire Markets
Equities

A new era for BlueScope Steel?

Why we see significant upside in this Aussie industrial icon
Ramoun Lazar
Firetrail Investments
Equities

Are the glory days (and share price gains) behind Macquarie?

The major developments at Macquarie, plus broker views, consensus ratings, and price targets, as well as the technical analysis outlook.
MQG
Carl Capolingua
Livewire Markets
Macro

What investors should know about China's economy

A guide to making sense of China's economic data.
Janu Chan
Bitesized Economics
Buy Hold Sell

Buy Hold Sell: Strong demand to power future-facing commodities (and 4 stocks to ride the wave)

Want access to commodities of the future? Lowell Resources’ John Forwood & Acorn Capital’s Rick Squire highlight some opportunities.
ALM
+6
Buy Hold Sell
Livewire Markets
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
Equities

ChartWatch: ASX copper producers, sure they’re soaring, but is the trend still your friend?

The fundamentals for copper appear to be sound but how much of the rally is factored in? We check the charts to determine trends are intact.
29M
A1M
+10
Carl Capolingua
Livewire Markets
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

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
Macro

What's hot in commodities right now

In this edition of the Signal or Noise Rapid Fire, we take on the commodities world with lightning speed.
Hans Lee
Livewire Markets
Equities

3 ASX rare earths stocks to watch as prices finally show signs of stabilising

Some major brokers are considering the possibility rare earths prices have stabilised, so we review the three main ASX rare earths stocks.
Carl Capolingua
Livewire Markets
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